Lee Thomson is a registered investment advisor at LPL Financial LLC, based in Prosper, TX, with 22 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
Prosper, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lee operates under the DBA Thomson Investment Group, Inc. for his LPL business. He also owns LTJT, LLC for tax and investment purposes related to personal legal estate planning, dedicating minimal time to this entity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Legend Equities CorporationBroker
State Registrations31 states
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