Stifel, Nicolaus & Company
43yrs
Top advisor by experience in Frederick
20yrs
Toby Kline has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Frederick, Maryland. Toby has been with LPL Financial since 2021; before that, Toby spent 13 years at M&t Securities and two years at Ameriprise Financial Services. Toby’s designations include CFP® and ChFC.
One of 221 advisors with offices in Frederick, and one of 211 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 63% of advisors in Frederick
Office6093 Spring Ridge Parkway, Frederick, MD 21701
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2008 – 2021M&t Securities, Inc.Previously
- Oct 2006 – Jul 2008Ameriprise Financial Services, LLCPreviously
Contact Toby
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Toby. 6093 Spring Ridge ParkwayFrederick, MD 21701Office · Get directions Facebook pageLPL Financial
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Questions to ask Toby
Tailored to Toby’s registration and firm.
- 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
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About Toby
How do I contact Toby?
Call LPL Financial at (704) 733-3300 and ask for Toby Kline. Toby works from the Frederick, MD office.
How long has Toby been a financial advisor?
Toby has been in the industry since 2006, about 20 years. More experience than 63% of advisors in Frederick.
What licenses does Toby hold?
Series 66. Tap any license on this page to see what it allows.
Is Toby a fiduciary?
Toby is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Toby paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Toby 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.
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