Lpl Financial LLC
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About this Advisor
Thomas Omalley is a financial advisor operating out of Peterborough, New Hampshire who has 1 year of relevant experience. Omalley currently works for Lpl Financial LLC. Throughout their career, they have worked at Infiniti Nashua, Contemporary Chrysler, Dodge, Waddell & Reed, Inc, New York Life Insurance Co, Nylife Securities LLC, Citizens Financial Group Inc, Citizens Securities, Inc, Cuso Financial Services, Lp, Umassfive College Federal Credit Union, People'S Securities, Inc, People'S United Advisors, Inc and Lpl Financial LLC. Omalley has Series 63 and Series 66 licenses, qualifying them as a securities agent, and can serve investors in New Hampshire. Lpl Financial LLC is a financial advisory company operating out of Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It has $368 billion in total assets among its 1,688,501 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a number of services, including 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 management fees typically vary depending on the type of financial services offered. Fee types charged by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
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
Thomas Omalley Work History
Thomas has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Lpl Financial LLC
People'S Securities, Inc
People'S United Advisors, Inc
Cuso Financial Services, Lp
Umassfive College Federal Credit Union
Citizens Securities, Inc
Citizens Financial Group Inc
New York Life Insurance Co
Nylife Securities LLC
Contemporary Chrysler, Dodge
Waddell & Reed, Inc
*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.
Please visit the SEC profile of Thomas Omalley 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
Fort Mill, SC
Arlington Heights, IL
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 email@example.com.
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