Thomas Kerest
Thomas Kerest is a registered investment advisor at LPL Financial LLC, based in Flemington, NJ, with 30 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
260 Route 202/31, Ste 500, Flemington, NJ, 08822
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1998Other Business Activities
Thomas operates under the DBA Flemington Financial Group LLC since 2005.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Summit Financial Services Group, INC.Broker
A. G. Edwards & Sons, INC.Broker
Patterson Travis, INC.Broker
State Registrations19 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.