Thomas Burdick
Thomas Burdick is a CFP-designated registered investment advisor at LPL Financial LLC, based in Latham, NY, with 38 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
3 Lear Jet Ln Ste 201 N, Latham, NY, 12110
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Regulatory History (1)
Customer Dispute
December 2010Other Business ActivitiesSells Insurance
Thomas operates under several DBAs for his LPL business and owns rental real estate. He also sells non-variable insurance and uses a corporate eBay account to sell unneeded office supplies.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Advantage Capital CorporationBroker
State Registrations36 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.