Tamilla Lynn Simpson
Advisor at LPL Financial — Manhattan, MT
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
10 years
Location
Manhattan, MT 59741
LPL Financial
Institution
Tamilla Simpson is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Thrivent Financial and Thrivent Investment Management. Outside of advising, she co-owns Chromovule Creative LLC, where she serves as secretary, treasurer, and limited partner. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Manhattan, MT
116 W Main St
Manhattan MT 59741
Advisors at this office
2
Montana
10 years of industry experience
LPL Financial
2023 - Present • 3 years
Manhattan, MT
Thrivent Financial
2021 - 2023 • 2 years
Appleton, WI
Thrivent Financial
2020 - 2021 • 1 year
Appleton, WI
Thrivent Investment Management Inc
2020 - 2023 • 3 years
Bozeman, MT
Hobby Lobby
2020 - 2020 • 1 year
Bozeman, MT
Montana Association for the Blind
2020 - 2020 • 1 year
Bozeman, MT
Precision Cleaning
2019 - 2020 • 1 year
Big Sky, MT
Express Employment Professionals
2019 - 2020 • 1 year
Bozeman, MT
Emerge School
2017 - 2017 • 1 year
Bozeman, MT
Intermountain Opera Bozeman
2014 - 2020 • 6 years
Bozeman, MT
MSU Guest Services
2013 - 2017 • 4 years
Bozeman, MT
Big Sky Insulations
2012 - 2019 • 7 years
Belgrade, MT
Chromove Creative LLC
2012 - 2020 • 8 years
Belgrade, MT
National Safety Associates (Juice Plus)
2001 - 2020 • 19 years
Memphis, TN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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