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Thomas Sinor

21 Years of Experience
Nashville, TN
1 DisclosureBrokerSells Insurance

Thomas Sinor is a registered investment advisor at LPL Financial LLC, based in Nashville, TN, with 21 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

404 Bna Drive Ste 404, Nashville, TN, 37217

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History

Regulatory History (1)
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Criminal
July 1996
Final Disposition
Other Business ActivitiesSells Insurance

Thomas is involved with Sinor Marcum Group LLC for tax/investment purposes, dedicating full-time hours. He also has involvement with Crump for non-variable insurance and Elevation Wealth Advisors as a DBA for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Waddell & Reed
January 2005 - July 2021 · 16 yrs 6 mos
Waddell & ReedBroker
January 2005 - July 2021 · 16 yrs 6 mos
State Registrations33 states
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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.