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Thomas Sim, Chfc, Clu, Crpc, Cltc Email & Phone Number

Financial Advisor at LPL Financial
Location: Orange County, California, United States 3 work roles 3 schools
1 work email found @asics.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@asics.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
LPL Financial
Role
Financial Advisor
Location
Orange County, California, United States
Company size
7900 employees

Who is Thomas Sim, Chfc, Clu, Crpc, Cltc? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Thomas Sim, Chfc, Clu, Crpc, Cltc is listed as Financial Advisor at LPL Financial, a company with 7900 employees, based in Orange County, California, United States. AeroLeads shows a work email signal at asics.com and a matched LinkedIn profile for Thomas Sim, Chfc, Clu, Crpc, Cltc.

Thomas Sim, Chfc, Clu, Crpc, Cltc previously worked as Financial Professional at Lincoln Financial Securities Corporation and Managing Director at Tax & Financial Partners, Inc.. Thomas Sim, Chfc, Clu, Crpc, Cltc holds Marketing, Business, Management, Marketing, And Related Support Services from Usc Marshall School Of Business.

Company email context

Email format at LPL Financial

This section adds company-level context without repeating Thomas Sim, Chfc, Clu, Crpc, Cltc's masked contact details.

*@asics.com
68% confidence

AeroLeads found 1 current-domain work email signal for Thomas Sim, Chfc, Clu, Crpc, Cltc. Compare company email patterns before reaching out.

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Profile bio

About Thomas Sim, Chfc, Clu, Crpc, Cltc

Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Strong business development professional skilled in Asset Management, Retirement Planning, Business Insurance Solution, Commercial Premium Finance, Insurance Solution for Foreign Nationals, Leadership, Investment Management and Long Term Care Insurance Planning.

Listed skills include Powerpoint, Biometrics, Microsoft Excel, Vlookup, and 21 others.

Current workplace

Thomas Sim, Chfc, Clu, Crpc, Cltc's current company

Company context helps verify the profile and gives searchers a useful next step.

LPL Financial
Lpl Financial
Financial Advisor
san diego, california, united states
Website
lpl.com
Employees
7900
AeroLeads page
Company profile
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3 roles

Thomas Sim, Chfc, Clu, Crpc, Cltc work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Lpl Financial

Laguna Beach

May 2024 - Present

Financial Professional

Lincoln Financial Securities Corporation

Thomas is a Registered Representative offering securities and advisory services through Lincoln Financial Securities Corporation, Member SIPC. Securities are offered to residents of AZ, CA, FL, GA, HI, MD, MI, MO, NV, SD, TX, PA & WA. Advisory services offered to residents of CA. Lincoln Financial Securities and Tax & Financial Partners are not affiliated..

May 2004 - May 2024

Managing Director

Tax & Financial Partners, Inc.

Laguna Beach

Thomas has 30 years of wealth management experience. He specializes in working with owners and operators of privately held businesses. Thomas graduated from University of Southern California in Los Angeles with a BS in Marketing. Thomas began his career in 1990 with Tax & Financial Group, in Newport Beach, CA for 14 years. He founded his own wealth.

Dec 1990 - May 2024
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 7900 employees →

JF James Faber James Faber Colleague at Lpl FinancialCharlotte, North Carolina, United States, United States View → RM Ryan Mcclain Ryan Mcclain Colleague at Lpl FinancialCharlotte, North Carolina, United States, United States View → LA Luz A. Luz A. Colleague at Lpl FinancialBronx, New York, United States, United States View → BS Brian Stroup, Cfp® Brian Stroup, Cfp® Colleague at Lpl FinancialSt Louis, Missouri, United States, United States View → CK Chloe Keslar Chloe Keslar Colleague at Lpl FinancialOlathe, Kansas, United States, United States View → JK Jody Kiefer Jody Kiefer Colleague at Lpl FinancialIndian Trail, North Carolina, United States, United States View → JS Jason Smith Jason Smith Colleague at Lpl FinancialHickory, North Carolina, United States, United States View → RA Research Admin Research Admin Colleague at Lpl FinancialBoston, Massachusetts, United States, United States View → KC Kidega Collins Kidega Collins Colleague at Lpl FinancialNorthern Region, Uganda, Uganda View → KP Kellan Plummer Kellan Plummer Colleague at Lpl FinancialSan Diego, California, United States, United States View →
3 education records

Thomas Sim, Chfc, Clu, Crpc, Cltc education

FAQ

Frequently asked questions about Thomas Sim, Chfc, Clu, Crpc, Cltc

Quick answers generated from the profile data available on this page.

What company does Thomas Sim, Chfc, Clu, Crpc, Cltc work for?

Thomas Sim, Chfc, Clu, Crpc, Cltc works for LPL Financial.

What is Thomas Sim, Chfc, Clu, Crpc, Cltc's role at LPL Financial?

Thomas Sim, Chfc, Clu, Crpc, Cltc is listed as Financial Advisor at LPL Financial.

What is Thomas Sim, Chfc, Clu, Crpc, Cltc's email address?

AeroLeads has found 1 work email signal at @asics.com for Thomas Sim, Chfc, Clu, Crpc, Cltc at LPL Financial.

Where is Thomas Sim, Chfc, Clu, Crpc, Cltc based?

Thomas Sim, Chfc, Clu, Crpc, Cltc is based in Orange County, California, United States while working with LPL Financial.

What companies has Thomas Sim, Chfc, Clu, Crpc, Cltc worked for?

Thomas Sim, Chfc, Clu, Crpc, Cltc has worked for Lpl Financial, Lincoln Financial Securities Corporation, and Tax & Financial Partners, Inc..

Who are Thomas Sim, Chfc, Clu, Crpc, Cltc's colleagues at LPL Financial?

Thomas Sim, Chfc, Clu, Crpc, Cltc's colleagues at LPL Financial include James Faber, Ryan Mcclain, Luz A., Brian Stroup, Cfp®, and Chloe Keslar.

How can I contact Thomas Sim, Chfc, Clu, Crpc, Cltc?

You can use AeroLeads to view verified contact signals for Thomas Sim, Chfc, Clu, Crpc, Cltc at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Thomas Sim, Chfc, Clu, Crpc, Cltc attend?

Thomas Sim, Chfc, Clu, Crpc, Cltc holds Marketing, Business, Management, Marketing, And Related Support Services from Usc Marshall School Of Business.

What skills is Thomas Sim, Chfc, Clu, Crpc, Cltc known for?

Thomas Sim, Chfc, Clu, Crpc, Cltc is listed with skills including Powerpoint, Biometrics, Microsoft Excel, Vlookup, Ms Excel Pivot Tables, Sap Bw, Spreadsheets, and Quickbooks.

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