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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
LPL Financial LLC 6 years, 7 months Feb 2013 - Present
Safeguard Properties, LLC 2 years, 5 months Sep 2012 - Feb 2015
Gale-Ettrick-Trempealeau School District 2 years, 4 months Sep 2011 - Jan 2014
Tom's Tent Rentals 5 years, 6 months Apr 2007 - Oct 2012
Skipperliner Industries 4 years, 6 months Mar 2007 - Sep 2011

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Thomas Greylak

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 7, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 8, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

LPL Financial LLC

Last updated on Aug. 19, 2019
    • $159.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 787K
      Accounts
    • $202.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions