HB
HB

Hugh Blake-Thomas

26 Years of Experience
Brighton, MI
Broker

Hugh Blake-Thomas is a registered investment advisor at LPL Financial LLC, based in Brighton, MI, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Brighton, MI

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
LPL Financial LLC
June 2024 - Present · 1 yr 11 mos
LPL Financial LLC
June 2024 - Present · 1 yr 11 mos
LPL Financial LLCBroker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Citizens Securities, INC.Broker
September 2021 - April 2024 · 2 yrs 7 mos
Citizens Securities, INC.
September 2021 - April 2024 · 2 yrs 7 mos
Advice and Planning Services
February 2016 - November 2020 · 4 yrs 9 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
February 2016 - November 2020 · 4 yrs 9 mos
Ameriprise Financial Services, INC.
June 2014 - February 2016 · 1 yr 8 mos
Ameriprise Financial Services, INC.Broker
June 2014 - February 2016 · 1 yr 8 mos
Wells Fargo Advisors, LLCBroker
August 2010 - June 2014 · 3 yrs 10 mos
Wells Fargo Advisors, LLC
August 2010 - June 2014 · 3 yrs 10 mos
UBS Financial Services INC.
October 2007 - August 2010 · 2 yrs 10 mos
UBS Financial Services INC.Broker
October 2007 - August 2010 · 2 yrs 10 mos
Natcity Investments, INC.
December 2006 - October 2007 · 10 mos
Natcity Investments, INC.Broker
December 2006 - October 2007 · 10 mos
Comerica Securities
September 2005 - November 2006 · 1 yr 2 mos
Comerica SecuritiesBroker
September 2005 - November 2006 · 1 yr 2 mos
Fidelity Brokerage Services LLCBroker
February 2001 - September 2005 · 4 yrs 7 mos
Fahnestock & CO. INC.Broker
January 1999 - January 2001 · 2 yrs
First of Michigan CorporationBroker
March 1998 - January 1999 · 10 mos
State Registrations2 states
MISC
AdvisorBrokerBoth

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
No exam information available for this advisor.