Thomas Whitehouse, financial advisor Stanford KY

Thomas Whitehouse

CRD Number: 2159453
Current Firm: Lincoln Financial Securities Corporation

Thomas Whitehouse (CRD# 2159453) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Stanford, KY and has over 32 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Lincoln Financial Securities Stanford, KY Jul 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Thomas W. Whitehouse
Phone Number: 800-237-3813
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    3,945
    MILLIONS
  • Total Number of Accounts
    18,171
    ACCOUNTS
  • Average Account Value
    $217,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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