TL
CFP
TL
CFP

Thomas Love

18 Years of Experience
Glen Allen, VA

Thomas Love is a CFP-designated registered investment advisor at The Main Street Group, based in Glen Allen, VA, with 18 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 765 clients with $520M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
765 clients
Average Client Portfolio
$674K average
Assets Under Management
$515.3M

Fee Structure

The Main Street Group charges a fee based on the value of your portfolio. The specific percentage is outlined in your agreement. The more assets managed, the lower the percentage fee may be. Fees are deducted from your account quarterly or monthly. The firm may charge a lower fee, a flat fee, or waive the fee entirely based on various factors.

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Location

4510 Cox Road, Suite 102, Glen Allen, VA, 23060

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
The Main Street Group
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
March 2010 - November 2017 · 7 yrs 8 mos
LPL Financial LLC
March 2010 - November 2015 · 5 yrs 8 mos
Ameriprise Financial Services, INC.
October 2007 - March 2010 · 2 yrs 5 mos
Ameriprise Financial Services, INC.Broker
August 2007 - March 2010 · 2 yrs 7 mos
State Registrations2 states
TXVA
Advisor

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.
Thomas Love - Financial Advisor | TrueAdvisor