Tommy Bentley
Tommy Bentley is a CFP-designated registered investment advisor at LPL Financial LLC, based in Roseburg, OR, with 36 years of industry experience. Tommy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2510 NW Edenbower Blvd Ste 164, Roseburg, OR, 97471
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2010Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Tommy is an insurance agent with Merz Agency since 2002, selling LTC, DI, and fixed annuities, dedicating minimal time to this. He is also the owner of Bentley Financial Management, a DBA for his LPL business, but spends no time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Securities America Advisors, INC.
Securities America, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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