TB
CFP · ChFC
TB
CFP · ChFC

Thomas Barmore

37 Years of Experience
Downers Grove, IL
BrokerSells Insurance

Thomas Barmore is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Downers Grove, IL, with 37 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

2651 Warrenville Road Ste 200, Downers Grove, IL, 60515

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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 is an insurance agent selling life, disability, long-term care, and annuities, dedicating minimal time to this activity. He also owns Barmore Farm LLC and acts as a trustee for several trusts, spending minimal time on each.

Employment History
Current Registrations
LPL Financial LLC
July 2022 - Present · 4 yrs
LPL Financial LLC
July 2022 - Present · 4 yrs
LPL Financial LLCBroker
July 2022 - Present · 4 yrs
Previous Registrations
Northwestern Mutual Investment Services,llc
January 2006 - July 2007 · 1 yr 6 mos
Robert W. Baird & CO. IncorporatedBroker
September 1988 - January 2002 · 13 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
September 1988 - June 2022 · 33 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
March 1988 - August 1988 · 5 mos
State Registrations21 states
ARAZCACODCFLGAIAILINLAMAMIMNMONCNYOHTXVAWI
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.
Thomas Barmore - Financial Advisor | TrueAdvisor