Thomas Mcdermott
Thomas Mcdermott is a CFP-designated registered investment advisor at LPL Financial LLC, based in Jupiter, FL, with 16 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
Jupiter, FL
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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 sells non-variable insurance products, dedicating about 10% of his time to this activity. He also operates under two DBAs for his LPL business: PWG Financial (about half his time) and KeyValue Wealth Management, LLC (more than full-time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Allstate Financial Services, LLCBroker
Worldco, L.L.C.Broker
Andover Brokerage, L.L.C.Broker
J.P. Turner & Company, L.L.C.Broker
Global Financial Group, INC.Broker
Iar Securities CORP.Broker
Royal Hutton Securities CORP.Broker
State Registrations5 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.