Thomas Matthew Prebeck
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCMar 2026 to now
- Brooks WineSep 2025 to Nov 2025
- Landscape Creations & MaintenanceFeb 2025 to Aug 2025
- Sameritan's PurseNov 2024 to Dec 2025
- Grandfather Vineyard and WineryApr 2024 to Oct 2024
- Delicato Family WinesJul 2023 to Dec 2023
- Appalachian State UniversityAug 2022 to May 2025
- Wake Tech Community CollegeJan 2022 to May 2022
- Tazza KitchenMay 2021 to Dec 2021
- Nc State UniversityAug 2020 to Dec 2021
- KilwinsAug 2018 to Jan 2019
- Green Hope High SchoolJan 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, 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
- 8220199
- Firm CRD
- 6413