Thomas Labrie
Thomas Labrie is a registered investment advisor at Westminster Financial Advisory CORP, based in Andover, MA, with 37 years of industry experience. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,022 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westminster Financial Advisory charges a percentage of the value of your investments. The annual percentage rate is negotiable based on factors like the services offered, complexity, total assets in the household, and the relationship with the advisor. The annual advisory fee will not exceed 2.5% of the managed account value. Clients may also be charged commissions and/or service fees for trades executed in their account, which are also negotiable.
Location
166 N. Main Street, Suite 7A, Andover, MA, 01810
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas works as an insurance agent since 2012, offering various insurance products including accident/health, disability, annuities, long-term care, life settlements, and traditional life insurance. This takes a few hours per week, all during trading hours.
Employment History
Current Registrations
Westminster Financial Securities, INC.Broker
Westminster Financial Advisory CORP
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Moors & Cabot Financial Advisors, LLCBroker
Moors & Cabot, INC.Broker
National Financial Services CorporationBroker
Colonial Investment ServicesBroker
Krupp Securities CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations13 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.