Thomas C Mccleskey
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 LLCApr 2024 to now
- Securities America, Inc.Dec 2023 to Apr 2024
- Fidelity InvestmentsJun 2023 to Oct 2023
- Keel Point LLCMay 2022 to Jun 2022
- TargetMay 2021 to Jun 2021
- University of AlabamaAug 2019 to May 2023
- LowesMar 2019 to Jul 2019
- Redstone Federal Credit UnionMay 2017 to May 2019
- Full-time EducationJan 2013 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 7774585
- Firm CRD
- 6413