Thomas Ross Berry
Investment adviser representative at LPL Financial LLC
16 yearsExperience
2 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
16 years in the industry.
- LPL Financial LLCJul 2021 to now
- Longview Wealth Advisors, LLCApr 2019 to Jul 2021
- Bni Circle of SuccessJun 2015 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesMar 2015 to Jul 2021
- Waddell & Reed, Inc.Mar 2015 to Jul 2021
- Berry Insurance, LLC dba Thaxter Walton FinancialApr 2012 to Jul 2021
- The Berry Group d/b/a Thaxter Walton Financial GrpNov 2010 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6280347
- Firm CRD
- 6413