Thomas Berry
Thomas Berry is a registered investment advisor at LPL Financial LLC, based in St Petersburg, FL, with 10 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
100 2nd Ave S, Ste 402N, St Petersburg, FL, 33701
Get directionsHistory
Regulatory History (1)
Financial
January 2018Other Business ActivitiesSells Insurance
Thomas operates Longview Wealth Advisors, LLC as a DBA for his LPL business, dedicating a significant amount of time. He also uses The Berry Group as a business entity for tax/investment purposes and runs Longview Insurance Services as an insurance agency, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations9 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.