Thomas Vitaletti, financial advisor Williamsburg VA

Thomas Vitaletti

CRD Number: 6964689
Current Firm: Lpl Financial LLC

Thomas Vitaletti (CRD# 6964689) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsburg, VA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Williamsburg, VA Nov 2021 - Current < 1
Self Jupiter, FL Aug 2019 - Aug 2021 2
Fords Colony Country Club Williamsburg, VA Aug 2018 - Aug 2019 1
Addicted To Golf Williamsburg, VA Aug 2016 - Jul 2018 1
Christopher Newport University Newport News, VA Aug 2011 - May 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Thomas F. Vitaletti
Phone Number: 704-733-3300
Firm Website: https://twitter.com/lpl
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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