Danny Thomas
Financial advisor at LPL Financial
Danny Thomas has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Scottsdale, Arizona. After eight years at Morgan Stanley and two years at Kestra Advisory Services, Danny joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Services through LPL Financial
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2026 – nowLPL Financial LLCCurrent firm
- 2018 – 2026Morgan StanleyPreviously
- Jul 2016 – Jun 2018Kestra Advisory Services, LLCPreviously
- 2009 – 2016SII Investments, Inc.Previously
- Aug 2007 – Jan 2009Osaic Services, Inc.Previously
Contact Danny
11333 N Scottsdale Rd Suite 295Scottsdale, AZ 85254Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Danny
Tailored to Danny’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Danny
How do I contact Danny?
Call LPL Financial at (704) 733-3300 and ask for Danny Thomas. Danny works from the Scottsdale, AZ office.
How long has Danny been a financial advisor?
Danny has been in the industry since 1997, about 30 years. Top 15% by experience in Arizona.
What licenses does Danny hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Danny a fiduciary?
Danny is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danny paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Danny for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.