Thomas Furey
Thomas Furey is a registered investment advisor at LPL Financial LLC, based in West Chester, PA, with 32 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
West Chester, PA
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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 is involved in several investment-related activities, including Summit Partner, Inc., Financial Planning Associates, LLC, and FPA Wealth Management, each taking minimal time. He also provides investment advisory services through Private Advisor Group, dedicating full-time hours to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Private Advisor Group, LLC
LPL Financial LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
NFP Securities, INC.
NFP Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
Proequities, INC.Broker
Mutual Service CorporationBroker
New England SecuritiesBroker
State Registrations7 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.