Thomas
Labrie

Westminster Financial Advisory Corp

CRD#1710161
Investment Advisor
in Andover, MA

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About this Advisor

Thomas Labrie is a financial advisor based in Andover, Massachusetts, working with Westminster Financial Advisory Corp. Thomas has previously held positions at Lincoln Financial Advisors and Westminster Financial Securities. Thomas has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Arizona, California, Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, New Hampshire, North Carolina, Rhode Island, South Carolina, Texas, and Vermont. Currently, Thomas is part of Westminster Financial Advisory Corp, which operates out of Andover, Massachusetts. The firm has 12 offices and 40 employees. The firm manages assets totaling $920.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Westminster Financial Advisory Corp includes asset-based, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

166 N. Main Street Suite 7A
Andover, MA 01810

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Westminster Financial Advisory Corp Brokerage Details

Total Assets Under Management

$920,269,282

MA Average: $2,106,341,625
Total Number of Employees

40

MA Average: 34
Total Number of Accounts

2,260

MA Average: 1,972
Average Account Size

$407,199

MA Average: $1,068,125

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

Thomas Labrie Work History

2018 - Present (6 years)

Westminster Financial Securities

2012 - 2018 (6 years)

Lincoln Financial Advisors

Disclosures

Please visit the SEC profile of Thomas Labrie 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 Westminster Financial Advisory Corp

Benjamin Wynd
Dayton, OH
Morgan Brazie
Dayton, OH
Ryan Rabold
Dayton, OH
Steven Sipniewski
Dayton, OH
Moustapha Mounah
Dayton, OH
Jeff Graves
Spring Hill, TN
Paul Brazie
Dayton, OH
Brenda Larkin
West Hartford, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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