Thomas Markell, financial advisor Mentor OH
93 score

Thomas Markell

CRD Number: 1396911
Current Firm: Lighthouse Advisers, LLC

Thomas Markell (CRD# 1396911) is an Investment Advisor Representative working at Lighthouse Advisers, LLC in Mentor, OH and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Lighthouse Advisers, LLC Mentor, OH Nov 2016 - Current 1
Lpl Financial LLC Mentor, OH Oct 2016 - Current 1
Wells Fargo Advisors LLC Mentor, OH May 2009 - Oct 2016 7
Wachovia Securities, LLC Willoughby, OH Jun 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Thomas J. Markell
Phone Number: 440-266-1979
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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