Thomas Russell Croxton
Investment adviser representative at Private Advisor Group, LLC
20 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Private Advisor Group, LLCJun 2026 to now
- LPL Financial LLCNov 2024 to now
- Mariner IndependentNov 2024 to Jul 2026
- Compound PlanningJan 2024 to Oct 2024
- Mariner Independent Advisor Network, LLCJan 2017 to Jan 2024
- LPL Financial, LLCJan 2006 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4899717
- Firm CRD
- 155216