Thomas Greuner
Thomas Greuner is a registered investment advisor at LPL Financial LLC, based in Edinburg, TX, 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
4812 S Jackson Rd, Edinburg, TX, 78539
Get directionsHistory
Regulatory History (1)
Criminal
February 1979Other Business ActivitiesSells Insurance
Thomas operates under the DBA Independent Wealth Consultants (IWC) for his LPL business since 2013. He is also a general agent for non-variable insurance through IMA LIVE, LLC, dedicating a few hours per week, and is involved in real estate rental through McLellan Properties, also dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
United Securities Alliance, INC.Broker
Transamerica Financial Advisors, INC.Broker
Pmg Securities CorporationBroker
State Registrations3 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.