Thomas Pressey
Thomas Pressey is a registered investment advisor at LPL Financial LLC, based in Plainwell, MI, with 27 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
352 12th St Ste 12, Plainwell, MI, 49080-1154
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2005Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Thomas receives commission trails from non-variable insurance products through Crump since 2015 and is an agent for Good Life IA since 2016. He also owns Pressey Properties, LLC for tax/investment purposes and is associated with Good Life Advisors, LLC and Fireside Financial Partners, dedicating full-time hours to these investment-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Good Life Advisors, LLC
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Mutual Service CorporationBroker
H. Beck, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.