LPL Financial
43yrs
Top advisor by experience in Fort Mill
6yrs
Jonathan Tully has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Fort Mill, South Carolina. Jonathan has been with LPL Financial since 2020. 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 568 advisors with offices in Fort Mill, and one of 549 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office1055 LPL Way, Fort Mill, SC 29715
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
- 2020 – nowLPL Financial LLCCurrent firm
Contact Jonathan
(704) 733-3300LPL Financial main office 1055 LPL WayFort Mill, SC 29715Office · Get directions Facebook pageLPL Financial
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Questions to ask Jonathan
Tailored to Jonathan’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 Jonathan
How do I contact Jonathan?
Call LPL Financial at (704) 733-3300 and ask for Jonathan Tully. Jonathan works from the Fort Mill, SC office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Jonathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan 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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