Tobin Anderson, financial advisor Gainesville GA

Tobin Anderson

CRD Number: 2983997
Current Firm: Lpl Financial LLC

Tobin Anderson (CRD# 2983997) is an Investment Advisor Representative working at Lpl Financial LLC in Gainesville, GA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Ifg Advisory, LLC Atlanta, GA Sep 2021 - Current 2
Lpl Financial LLC Gainesville, GA May 2019 - Current 4
Arista Advisory Group, LLC Peachtree Corners, GA Jun 2019 - Sep 2021 2
Edward Jones St.louis, MO Jun 2018 - Apr 2019 < 1
Pacific Select Distributors Inc. Newport Beach, CA Mar 2014 - Jun 2018 4
Pacific Life Insurance Co Newport Beach, CA Mar 2014 - Jun 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for Tobin C. Anderson
Phone Number: 704-733-3300
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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