Trevor Thomas
Trevor Thomas is a registered investment advisor at LPL Financial LLC, based in Vernon Hills, IL, with 16 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
300 N Milwaukee Ave, Vernon Hills, IL, 60061
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Regulatory History (1)
Customer Dispute
April 2014Other Business Activities
Trevor operates his LPL business through BCU Wealth Advisors, LLC. He also has a financial institution duty with BCU - Baxter Credit Union, dedicating full-time hours to this role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Alight Financial Solutions, LLCBroker
Alight Financial Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.