Thomas Brunelle
Thomas Brunelle is a registered investment advisor at LPL Financial LLC, based in S Portland, ME, 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
707 Sable Oaks Dr Ste 390, S Portland, ME, 04106-6953
Get directionsHistory
Regulatory History (1)
Criminal
September 1980Other Business Activities
Thomas operates TRSS Wealth Management LLC as a DBA for his LPL business since 2003. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Trss Wealth Management LLC
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 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.