TC
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Thomas Corrado

36 Years of Experience
Eagle, ID
BrokerSells Insurance

Thomas Corrado is a registered investment advisor at LPL Financial LLC, based in Eagle, ID, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Thomas works as a financial advisor for LBS Financial Credit Union, offering various financial products including mutual funds, annuities, stocks, bonds, and insurance. This activity takes about 10-20% of his time.

Employment History
Current Registrations
LPL Financial LLC
November 2004 - Present · 21 yrs 6 mos
LPL Financial LLCBroker
January 2001 - Present · 25 yrs 4 mos
Previous Registrations
Financial Network Investment CorporationBroker
January 1997 - February 2001 · 4 yrs 1 mo
CUNA Brokerage Services, INC.Broker
June 1992 - February 1997 · 4 yrs 8 mos
Colonial Penn Distributors CORP.Broker
October 1987 - November 1990 · 3 yrs 1 mo
State Registrations22 states
AZCACOCTFLIAIDMIMNMONCNMNVNYOKORPATXUTVAWAWI
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.