Thomas Hitchcock
Thomas Hitchcock is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Westwood, MA, with 49 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
200 Lowder Brook Dr Ste 2100, Westwood, MA, 02090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas sells and services traditional insurance products, including life, health, disability, group insurance, LTC, and fixed annuities, dedicating about 10-20% of his time. He also provides financial planning and consulting services through Bay Financial Advisors, an independent investment advisor firm, spending about 10% of his time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bay Financial Advisors, INC.
NFP Securities, INC.Broker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations9 states
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