Thomas Mcdonald
Thomas Mcdonald is a registered investment advisor at LPL Financial LLC, based in Omaha, NE, with 34 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
9869 S 168th Ave, Suite 1B, Omaha, NE, 68136
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Thomas is an agent for McDonald Enterprises selling non-variable insurance products like LTC and term life, dedicating a few hours per week. He also operates JFC Advisor Network as a DBA for his LPL business, spending full-time hours on securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations15 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.