Thomas
Geraghty

Lpl Financial LLC

CRD#5381064
Investment Advisor
in Moorhead, MN

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About this Advisor

Thomas Geraghty is a financial advisor operating out of Moorhead, Minnesota, who has 7 years of relevant experience. Geraghty currently works for Lpl Financial LLC. Over the course of their career, they have held roles at Edward Jones, Bell State Bank & Trust, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Lpl Financial, LLC and Gate City Bank. Geraghty has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Minnesota. Lpl Financial LLC is an advisory company that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 financial advisors. It has $368 billion in total assets across its 1,688,501 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Lpl Financial LLC has 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. Financial advisory fees usually depend on the services. However, fee types charged by Lpl Financial LLC can include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

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

950 40Th Ave South
Moorhead, MN 56560

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

MN Average: 13
Total Number of Accounts

1,688,501

MN Average: 661
Average Account Size

$217,956

MN 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 Geraghty Work History

Thomas has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Lpl Financial, LLC

2016 - Present (8 years)

Gate City Bank

2014 - 2016 (2 years)

Cetera Investment Advisers LLC

2013 - 2016 (3 years)

Bell State Bank & Trust

2013 - 2016 (3 years)

Cetera Investment Services LLC

2007 - 2013 (6 years)

Edward Jones

*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 Geraghty 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
Grzegorz Szymczak
Hinsdale, IL
Raymond Lopez
Fresno, CA
Michelle Paris
Croydon, NH
Richard Weiner
Fort Lauderdale, FL
Philip Matherly
Fort Mill, SC
William Feudale
Hazleton, PA
Andrew Kastenholz
Menomonee Falls, WI

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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