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CFP
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CFP

Truman Blocker

LPL Financial LLC
32 Years of Experience
Dallas, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Truman Blocker is a CFP-designated registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 32 years of industry experience. Truman 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

14180 North Dallas Pkwy, Suite 425, Dallas, TX, 75254

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Truman is an insurance agent selling health insurance since 1998 and a partner at Spectrum Strategies, LLC since 2000, dedicating about a quarter of his time to financial planning. He also works as a presenter for Sandler Training and coaches soccer, and is a managing partner at Spectrum Wealth Strategies, LLC.

Employment History
Current Registrations
LPL Financial LLCBroker
June 2026 - Present · 4 mos
LPL Financial LLC
June 2026 - Present · 4 mos
LPL Financial LLC
June 2026 - Present · 4 mos
Spectrum Strategies, L.L.C.
January 2001 - Present · 25 yrs 9 mos
Previous Registrations
MML Investors Services, LLC
December 1998 - June 2026 · 27 yrs 6 mos
MML Investors Services, LLCBroker
December 1998 - June 2026 · 27 yrs 6 mos
Allmerica Investments, INC.Broker
October 1993 - December 1998 · 5 yrs 2 mos
State Registrations14 states
ARAZCACOGAINLAMTNCNMOHOKTNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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