Thomas Davila
Thomas Davila is a registered investment advisor at LPL Financial LLC, based in Boerne, TX, with 29 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
114 Oak Park Dr, Boerne, TX, 78006
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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 established Revolution Wealth Management Insurance Agency in 2013 and sells non-variable insurance through it, dedicating about a quarter of his time. He also operates Revolution Wealth Management LLC and Live Oak Investors as DBAs for his LPL business, spending full-time hours on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Swbc Investment Company
Swbc Investment Services, LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities Corporation
Banc One Securities CorporationBroker
USAA Investment Management CompanyBroker
State Registrations12 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.