Thomas
Domogma

Lpl Financial LLC

CRD#6751029
Investment Advisor
in San Diego, CA

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About this Advisor

Thomas Domogma is a financial advisor operating out of San Diego, California who has 1 year of industry experience. Domogma works at Lpl Financial LLC. Over the course of their career, Domogma has held roles at Morgan Stanley, The Startup Garage, Fordham University, Antwerp Management School, Tesla Motors, Morgan Stanley Private Bank, National Association and Lpl Financial. Domogma maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in California. Lpl Financial LLC is a registered investment business that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 employees. It controls $368 billion in assets under management among its 1,688,501 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice usually vary depending on which service is provided. However, fees billed by Lpl Financial LLC may include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

4707 Executive Dr
San Diego, CA 92121-3091

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CA Average: $646,059,043
Total Number of Employees

31,366

CA Average: 13
Total Number of Accounts

1,688,501

CA Average: 661
Average Account Size

$217,956

CA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Thomas Domogma Work History

Thomas has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial

2017 - 2022 (5 years)

Morgan Stanley

2017 - 2022 (5 years)

Morgan Stanley Private Bank, National Association

2016 - 2017 (1 year)

The Startup Garage

2016 - 2016 (< 1 year)

Fordham University

2015 - 2016 (1 year)

Antwerp Management School

2012 - 2015 (3 years)

Tesla Motors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Thomas Domogma to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Gregory Yuen
Aptos, CA
Robert Notarfrancesco
Bridgeport, CT
Rebecca Chiccino
Charlestown, MA
Scott Feher
Walnut Creek, CA
Hyun Song
Vienna, VA
Daniel Mehan
Chico, CA
Joseph Praino
Purchase, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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