Thomas Berry (CRD# 6280347) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Petersburg, FL and has over 9 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | St Petersburg, FL | Jul 2021 - Current | 2 |
| Longview Wealth Advisors, LLC | Saint Petersburg, FL | Apr 2019 - Jul 2021 | 2 |
| Bni Circle Of Success | St Petersburg, FL | Jun 2015 - Jul 2021 | 6 |
| Waddell & Reed, Inc. | St Petersburg, FL | Mar 2015 - Jul 2021 | 6 |
| Various Insurance Carriers For W&r Insurance Agencies | Saint Petersburg, FL | Mar 2015 - Jul 2021 | 6 |
| Berry Insurance, Llc Dba Thaxter Walton Financial | St Petersburg, FL | Apr 2012 - Jul 2021 | 9 |
| The Berry Group D/b/a Thaxter Walton Financial Grp | Safety Harbor, FL | Nov 2010 - Jul 2021 | 10 |
| Sagicor Life Insurance | Tampa, FL | Apr 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- 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
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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