Thomas Dyer is a registered investment advisor at LPL Financial LLC, based in Salem, NH, with 28 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
93 Stiles Rd Ste 101, Salem, NH, 03079
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 operates several DBAs for his LPL business, including Private Wealth Management Group and Cambridge Wealth Management. He also works with Northbridge Benefit Group/North Bridge Financial Group, Pilgrim Bay Insurance, and Beacon College Advisors, and produces a local television show, dedicating about 10-20% of his time to Pilgrim Bay Insurance and Beacon College Advisors.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Wealth Management Group LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
New England SecuritiesBroker
Investors Capital CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
MML Investors Services, INC.Broker
State Registrations20 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.