Thomas Berry is a registered investment advisor at LPL Financial LLC, based in Clackamas, OR, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
10151 SE Sunnyside Rd, Ste 499, Clackamas, OR, 97015
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas owns Thomas R. Berry, LLC for tax/investment purposes, dedicating minimal time to it. He also operates under the DBA Berry Wealth for his LPL business, spending full-time hours on securities trading.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
Copeland Equities, INC.Broker
Advantage Capital CorporationBroker
Mutual Service CorporationBroker
Travelers Equities Sales, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.