Thomas
Burke

Lpl Financial LLC

CRD#4175547
Investment Advisor
in Columbus, OH

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About this Advisor

Thomas Burke is a financial advisor who works in Columbus, Ohio who has 4 years of relevant experience. Burke is an employee of Lpl Financial LLC. Throughout their career, they have worked at H.Beck, Inc, The Kroger Company, Tom Burke Private Contractor, Thomasã??Ã, Â M Burke and Lpl Financial LLC. Burke has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Ohio. Lpl Financial LLC is a financial advisory company operating out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It administers $368 billion in assets under management between its 1,688,501 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm 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 management fees are based on the type of financial services. However, fees billed by Lpl Financial LLC may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

150 East Wilson Bridge Rd 232
Columbus, OH 43085

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

OH Average: 13
Total Number of Accounts

1,688,501

OH Average: 661
Average Account Size

$217,956

OH 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 Burke Work History

Thomas has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Lpl Financial LLC

2011 - 2019 (8 years)

The Kroger Company

2011 - 2017 (6 years)

Tom Burke Private Contractor

2011 - 2019 (8 years)

Thomasã??Ã, M Burke

2010 - 2019 (9 years)

H.Beck, 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.

Disclosures

Please visit the SEC profile of Thomas Burke 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
Gianni Dinello
Pittsburgh, PA
Michael Cosenza
Worcester, MA
Joseph Mastroianni
Venice, FL
Daniel Doughty
Houston, TX
Kyle Paterik
Los Angeles, CA
Mark Lechowicz
Crystal Lake, IL
Alison Sabran
Torrance, CA

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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