Thomas J Pasko
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- LPL Financial LLCSep 2026 to now
- Wells Fargo Clearing Services, LLCDec 2023 to Sep 2026
- Bank of America, N.A.Feb 2023 to Dec 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Dec 2023
- J.P. Morgan Securities LLCJul 2021 to Oct 2022
- JPMorgan Chase Bank, N.A.Nov 2020 to Oct 2022
- UnemployedMay 2020 to Oct 2020
- Downtown Athletic ClubNov 2017 to Apr 2020
- King Estate WineryMar 2017 to Oct 2017
- Strayer UniversitySep 2016 to Mar 2019
- Mermaid WineryMar 2013 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 7416923
- Firm CRD
- 6413