Thomas KrissCRD Number: 5052957
Current Firm: Lpl Financial LLC
Thomas Kriss (CRD# 5052957) is an Investment Advisor Representative working at Lpl Financial LLC in O'fallon, MO and has over 15 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
|Lpl Financial, LLC||O'fallon, MO||Mar 2021 - Current||< 1|
|Unemployed||O'fallon, MO||Jan 2021 - Mar 2021||< 1|
|Td Ameritrade, Inc.||St. Louis, MO||Feb 2018 - Dec 2020||2|
|Td Ameritrade Investment Management, LLC||Omaha, NE||Feb 2018 - Dec 2020||2|
|Scottrade||St. Louis, MO||Oct 2011 - Feb 2018||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2006|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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