Thomas
Tulaney

Lpl Financial LLC

CRD#5854527
Investment Advisor
in Scranton, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Thomas Tulaney is a financial advisor who works out of Scranton, Pennsylvania, with a total of 10 years of experience as a financial advisor. Tulaney is on the advisory team at Lpl Financial LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Mcgrail Merkel Quinn & Associates, Bank Of America, N.A, Invest Financial Corp, Lpl Financial, LLC and Peoples Security B & T. Tulaney has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania and Texas. Lpl Financial LLC is a registered investment firm based out of Scranton, Pennsylvania. The firm has offices in 9,519 locations and a total of 22,790 employees. It has $159 billion in total assets between its 786,525 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 1,809 charitable organizations. Of its 786,525 accounts, 27% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Lpl Financial LLC offers 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 advisory services largely vary depending on which services the firm provides the client. However, fees billed by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

Disclosures

No

Office Location

150 North Washington Ave.
Scranton, PA 18503-1843

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

PA Average: $16,012,751,954
Total Number of Employees

22,790

PA Average: 118
Total Number of Accounts

786,525

PA Average: 4,567
Average Account Size

$202,281

PA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Tulaney Work History

Thomas has 11 years of experience.

2017 - Present (3 years)

Lpl Financial, LLC

2017 - Present (3 years)

Peoples Security B & T

2014 - 2017 (3 years)

Invest Financial Corp

2013 - 2014 (1 year)

Bank Of America, N.A

2010 - 2014 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2010 (1 year)

Mcgrail Merkel Quinn & Associates

Disclosures

Thomas Tulaney has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Staiman
New York, NY
Franklin Borders
Charlotte, NC
Daniel Fowler
Pampa, TX
Mark Tonelli
Denver, CO
Steven Justice
San Diego, CA
Christopher Kemp
San Diego, CA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started