Thomas Masters
Thomas Masters is a registered investment advisor at Private Advisor Group, LLC, based in New Castle, PA, with 46 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
3407 Wilmington Road, New Castle, PA, 16105
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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 provides investment advisory services through Private Advisor Group and Perod and Masters Financial, spending a minimal amount of time on the latter. He also has an insurance agency, Perod Masters and Associates, but spends no time on it.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wrp Investments, INC.Broker
Wrp Investments, INC.
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Parker/hunter Incorporated
Parker/hunter IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
M. Waddell and Towne, INC.Broker
Babbitt, Myers & Company, INC.Broker
Financial Estate PlanningBroker
State Registrations8 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.