Virg Thomas is a registered investment advisor at LPL Financial LLC, based in Granbury, TX, with 4 years of industry experience. Virg 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
201 West Pearl St, Granbury, TX, 76048
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2022Other 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
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations7 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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