Thomas V Cherry
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCJun 2023 to now
- Chartway Federal Credit UnionJun 2023 to now
- Navy Federal Investment Services, LLCAug 2022 to Apr 2023
- Navy Federal Financial Group, LLCAug 2021 to Apr 2023
- Bank of America, N.A.Jan 2020 to Jul 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Jul 2022
- Northwestern Mutual Life Insurance CompanySep 2019 to Dec 2019
- Northwwestern Mutual Investment Services, LLC.Sep 2019 to Dec 2019
- Park Avenue SecuritiesMay 2019 to Aug 2019
- Nasb and NaaDec 2014 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5520815
- Firm CRD
- 6413