Thomas AndersonCRD Number: 2570185
Current Firm: Lpl Financial LLC
Thomas Anderson (CRD# 2570185) is an Investment Advisor Representative working at Lpl Financial LLC in Omaha, NE and has over 24 years of experience in the finance industry. Thomas Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|Lpl Financial LLC||Omaha, NE||Mar 2020 - Current||3|
|Turning Point Wealth Management, LLC||Omaha, NE||Jan 2010 - Current||13|
|Securities America Advisors, Inc.||Omaha, NE||Jul 2003 - Feb 2020||16|
|Securities America, Inc.||Omaha, NE||Jan 1998 - Feb 2020||22|
|Everbank Mortgage Company||Jacksonville, FL||Jun 2006 - Mar 2015||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 1998|
Total Assets Under Management368,019MILLIONS
Total Number of Accounts1,688,501ACCOUNTS
Average Account Value$217,956
- 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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