Thomas Cherington
Thomas Cherington is a registered investment advisor at LPL Financial LLC, based in Quincy, IL, with 45 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1903 Jefferson St, Quincy, IL, 62301
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2013Regulatory
August 1995Regulatory
July 1989Other Business ActivitiesSells Insurance
Thomas operates Investors Financial Services as a DBA for his LPL business, dedicating full-time hours to this investment-related activity. He also engages in non-variable insurance activities through Investors Financial Services, also dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Bates Financial Advisors, INC.
Bates Financial Advisors, INC.
Bates Securities, INC.Broker
Ids Marketing CorporationBroker
Ids Life Insurance CompanyBroker
Ids/american Express INC.Broker
State Registrations22 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.
Exams
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