Thomas Scott is a registered investment advisor at LPL Financial LLC, based in Midlothian, VA, with 31 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
250 Wylderose Commons, Ste 202, Midlothian, VA, 23113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas operates Buehler & Berryhill Financial Partners, LLC as a DBA for his LPL business since 2009. He also works as a soccer referee, dedicating about 10-20% of his time, and manages a real estate rental through Airbnb, requiring a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Saunders Retirement Advisors, INC.
Saunders Retirement Planning, INC.
The Capital Management Corporation
Saunders Asset Management INC
Saunders Retirement Advisors, INC.Broker
State Registrations6 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.