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Thomas Hunt

LPL Financial LLC
39 Years of Experience
Twin Falls, ID
3 DisclosuresBroker
View SEC Summary
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Thomas Hunt is a registered investment advisor at LPL Financial LLC, based in Twin Falls, ID, with 39 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1341 Fillmore St Ste 202, Twin Falls, ID, 83301

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2020
Settled
Customer Dispute
October 2001
Settled
Customer Dispute
July 2001
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLCBroker
August 2018 - Present · 8 yrs 2 mos
LPL Financial LLC
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - August 2018 · 7 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - August 2018 · 7 yrs 7 mos
Wells Fargo Investments, LLCBroker
September 2008 - January 2011 · 2 yrs 4 mos
Wells Fargo Investments, LLC
September 2008 - January 2011 · 2 yrs 4 mos
First Montauk Securities CORP.
May 2003 - September 2006 · 3 yrs 4 mos
First Montauk Securities CORP.Broker
May 2003 - September 2006 · 3 yrs 4 mos
Prudential Securities Incorporated
February 2001 - May 2003 · 2 yrs 3 mos
Prudential Securities IncorporatedBroker
January 2001 - May 2003 · 2 yrs 4 mos
Salomon Smith Barney INC.Broker
August 1998 - January 2001 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1989 - August 1998 · 9 yrs 5 mos
Gna Securities, INC.Broker
April 1988 - October 1988 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1985 - August 1998 · 12 yrs 8 mos
E. F. Hutton & Company INCBroker
December 1984 - January 1986 · 1 yr 1 mo
State Registrations15 states
AKAZCOFLIDILMONDNVORTXUTVAWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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