Thomas Cannan (CRD# 5953127) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, NY and has over 12 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Rochester, NY | Jul 2021 - Current | 2 |
Mcm Partners Erie, LLC | Erie, PA | Jan 2020 - Dec 2022 | 2 |
Spencerport Chamber Of Commerce | Spencerport, NY | Nov 2017 - Dec 2022 | 5 |
Spencerport School District | Spencerport, NY | Jan 2014 - Sep 2022 | 8 |
Waddell & Reed, Inc. | Rochester, NY | Dec 2011 - Jul 2021 | 9 |
Various Insurance Carriers For W&r Insurance Agencies | Rochester, NY | Dec 2011 - Jul 2021 | 9 |
Spencerport Central School District | Spencerport, NY | Nov 2018 - Oct 2020 | 1 |
Daystar For Medically Fragile Children, Inc. | Rochester, NY | Feb 2015 - Jun 2020 | 5 |
Care Value Fmo | Canadaigua, NY | Sep 2015 - Oct 2018 | 3 |
Carevalue | Cannadaigua, NY | Oct 2015 - Oct 2017 | 2 |
Rochester Area Chapter Of Nyscar | Albany, NY | Jan 2014 - Oct 2017 | 3 |
Telesca Center For Justice | Rochester, NY | Sep 2013 - Aug 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2011 |
S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- NY
- TX
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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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