VT
VT

Virg Thomas

3 Years of Experience
Granbury, TX
1 DisclosureBroker

Virg Thomas is a registered investment advisor at LPL Financial LLC, based in Granbury, TX, with 3 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

201 West Pearl St, Granbury, TX, 76048

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History

Regulatory History (1)
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Judgment / Lien
February 2022
Other Business Activities

Virg is involved in two outside business activities. He spends minimal time on real estate rental through Thorp Spring Enterprises, LLC, and dedicates full-time hours to Pearl Street Financial Advisors, a DBA for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
March 2024 - Present · 2 yrs 2 mos
LPL Financial LLCBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2022 - March 2024 · 1 yr 5 mos
Ameriprise Financial Services, LLCBroker
August 2022 - March 2024 · 1 yr 7 mos
State Registrations6 states
AZCTNMOKPATX
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.