Thomas John Cannan
Investment adviser representative at LPL Financial LLC
15 yearsExperience
3 statesRegistered 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
15 years in the industry.
- LPL Financial LLCJul 2021 to now
- Mcm Partners Erie, LLCJan 2020 to Dec 2022
- Spencerport Central School DistrictNov 2018 to Oct 2020
- Spencerport Chamber of CommerceNov 2017 to Dec 2022
- CarevalueOct 2015 to Oct 2017
- Care Value FmoSep 2015 to Oct 2018
- Daystar for Medically Fragile Children, Inc.Feb 2015 to Jun 2020
- Spencerport School DistrictJan 2014 to Sep 2022
- Rochester Area Chapter of NyscarJan 2014 to Oct 2017
- Various Insurance Carriers for W&r Insurance AgenciesDec 2011 to Jul 2021
- Waddell & Reed, IncDec 2011 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 3 states (NC, NY, TX).
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
- 5953127
- Firm CRD
- 6413