Thomas Chandler Gunnell

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 08/2022
  Freedom Investments & Insurance Services, Llc
  Mooresville, IN
• 05/2018 → 11/2021
  Core Fitness
  Mooresville, IN
• 03/2016 → 03/2017
  Zip City Indy
  Indianapolis, IN
• 05/2015 → 05/2019
  University Of Indianapolis
  Indianapolis, IN
• 09/2018 → Present
  Lpl Financial
  Bargersville, IN
• 11/2021 → Present
  Devaughan Strong Aka Core Fitness
  Moorseville, IN

Other Businesses

1- 01/2022 / Kennedy Estates / Outside/1099 Employment - Kennedy Estates / Non Investment Related / Lizton, IN 46149 2- 11/2021 / DeVaughan Strong AKA Core Fitness / Outside/W-2 Employment / Non Investment Related / Mooresville, IN 46158 3- 10/24/2024 - TC Financial & Insurance Services LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 10/18/2024 - 4 Hours Per Month/ 2 Hours During Trading 4- 10/25/2024 - Pacific Life, One America, Principal, Protective - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/23/2024 - 4 Hours Per Month/ 2 Hours During Trading 5) 04/02/2025 - RGS Financial Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/16/2025 - 30 Hrs/Mth - 30 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-10