Thomas Gamez is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hurst, TX, with 30 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
860 Airport Fwy Ste 201, Hurst, TX, 76054
Get directionsHistory
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 an independent contract agent for Secure Horizons, offering Medicare health plans and related products, dedicating about 10-20% of his time. He also owns rental real estate with his siblings (minimal time), is a notary in Texas (minimal time), and operates his LPL business under Gamez Financial Partners LLC (full-time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
More Advisors
- Jonathan CummingsLPL Financial LLC
- Oscar Barr, CFPLPL Financial LLC
- Carol JenkinsLPL Financial LLC
- Alfred ZimmermanLPL Financial LLC
- Steven AllisonLPL Financial LLC
- Scott Armey, CFPAmeriprise Financial Services, LLC