Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
8yrs
Bryan Thomas
Financial advisor at LPL Financial
Based in Washington, District of Columbia, Bryan Thomas is a fiduciary financial advisor with 8 years of industry experience. Bryan joined LPL Financial in 2025, after two years at T. Rowe Price Associates and less than a year at Momentum Advisors. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1327 advisors with offices in Washington, and one of 1282 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeWashington, DC
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2025 – nowLPL Financial LLCCurrent firm
- Sep 2021 – Aug 2023T. Rowe Price Associates, Inc.Previously
- Nov 2020 – Nov 2020Momentum AdvisorsPreviously
- May 2018 – Sep 2019Morgan StanleyPreviously
Questions to ask Bryan
Tailored to Bryan’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 Bryan
How do I contact Bryan?
Call LPL Financial at 704-733-3300 and ask for Bryan Thomas. Bryan works from the Washington, DC office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Bryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Bryan 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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