Thomas Picardy
Thomas Picardy is a CFP-designated registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, with 24 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
3280 E Beltline Ct NE Ste 300, Grand Rapids, MI, 49525-9747
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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 fixed life insurance, fixed annuities, and individual/group health insurance since 2005. He also refers property and casualty insurance through Lighthouse Group, and owns rental real estate since 2019.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
New England SecuritiesBroker
State Registrations17 states
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