Thomas Kingery (CRD# 7077946) is an Investment Advisor Representative working at Lpl Financial LLC in Effingham, IL and has over 5 years of experience in the finance industry.
CRD# 2690140
Lpl Financial LLC
CRD# 4315714
Edward Jones
CRD# 3013260
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Effingham, IL | Oct 2023 - Current | 1 |
Bank Of America, N.a. | Champaign, IL | Apr 2019 - Oct 2023 | 4 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Champaign, IL | Feb 2019 - Oct 2023 | 4 |
B&l Machine And Design | Effingham, IL | Jan 2017 - Feb 2019 | 2 |
John Boos & Company | Effingham, IL | Dec 2012 - Jan 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- IL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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