Advisor at LPL Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Financial planning and consulting services fees may be flat fees up to $10,000, negotiated between client and IAR.
Clients may pay commissions, markups, markdowns, and transaction charges for brokerage services; commissions apply particularly if LPL acts as broker-dealer.
Financial planning and consulting services fees may be hourly, up to $500 per hour.
LPL Financial LLC
2023 - Present (3 years)
Unemployed
2023 - 2023 (1 year)
Uber Eats
2020 - 2021 (1 year)
University of Tennessee at Knoxville
2019 - 2022 (3 years)
Unemployed
2019 - 2019 (1 year)
Sweetwater Highschool
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, EA
Louden, TN
Retire to Tellico
InvestmentNews recognized Thomas as one of the best wealth advisors under 40 in the USA. He is a CERTIFIED FINANCIAL PLANNER® and an Enrolled Agent for the IRS. He is also an adjunct lecturer in the Finance department at the Haslam College of Business at the University of Tennessee—Knoxville. He is the director of pro bono financial planning on the Board of the Financial Planning Association of East Tennessee and a volunteer tax preparer through the IRS Volunteer Income Tax Assistance (VITA) program. He served a Christian mission for two years in Colombia, South America, and is fluent in Spanish. He currently volunteers in his church's youth program. In his free time, he enjoys an active lifestyle with his wife and two sons, playing strategy games and pickleball. He is a proud sponsor of the Tellico Village Pickleball Club.
Series 66
Loudon, TN
Edward Jones
CFP®, ChFC®, Series 66
Athens, TN
Edward Jones
Series 66
Vonore, TN
Edward Jones
Series 66
Loudon, TN
Edward Jones
CFP®, Series 66
Loudon, TN
Edward Jones
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