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Troy Jon Tompkins

Advisor at LPL Enterprise — Big Spring, TX

Updated today

Credentials

Series 63, Series 65

Experience

30 years

Location

Big Spring, TX 79720

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,115

Across 864 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Troy Tompkins is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Tompkins serves as a local elected official on the Big Spring, TX City Council and acts as the membership chair for the Greater Big Spring Rotary Club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

Tax-loss harvesting

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.

Location

See office

Big Spring, TX

401 Austin Street, Suite 105

Big Spring TX 79720

Advisors at this office

2

Most active in

Texas

Work history

30 years of industry experience

LPL Enterprise

2024 - Present • 2 years

Big Spring, TX

Prudential Insurance Company of America

1996 - Present • 30 years

Big Spring, TX

Pruco Securities, LLC.

1996 - 2024 • 28 years

Big Spring, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Theresa M

Series 63, Series 65

Big Spring, TX

Packerland Brokerage Services, Inc.

Theresa Manderski is a financial advisor at Packerland Brokerage Services, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Davenport & Company LLC for ten years. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access, offering both discretionary and non-discretionary account management through various platforms including Hilltop/Envestnet. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
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Matthew T

Series 66

Big Spring, TX

LPL Enterprise

Matthew Tompkins is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining LPL Enterprise, he was affiliated with Pruco Securities LLC and has experience working outside the financial industry, including roles in education and retail. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and corporate entities, with a model-driven investment approach that incorporates portfolios developed by LPL’s Research Department and third-party strategists.

Tax-loss harvesting

Jimmy N

Series 63, Series 66

Big Spring, TX

Edward Jones

Jimmy Newsom is a financial advisor with Edward Jones in Big Spring, TX, holding Series 63 and Series 66 designations and having 29 years of industry experience. He has been with Edward Jones since 1996. Outside of advisory work, he is involved as a limited partner in farm subsidy-related ventures and land investment partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports over 23,000 financial advisors nationwide and reported approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jeremy H

Series 66

Big Spring, TX

Edward Jones

Jeremy Hallmark is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Hardin-Simmons University. Outside of his advisory role, he works seasonally installing Christmas lights for his family’s business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Garrett G

Series 66

Big Spring, TX

Raymond James Financial

Garrett Gunn is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, he serves on the advisory board for Coahoma Independent School District and is involved as an officer and board member with the nonprofit Kort's Corner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized retirement plan consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Eddie E

Series 63, Series 66

Big Spring, TX

Edward Jones

Eddie Everett Jr. is a financial advisor with Edward Jones in Big Spring, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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