Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
24 years
Location
Eagles Mere, PA
Wells Fargo Clearing
Institution
Thomas Charmley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
Eagles Mere, PA
Eagles Mere PA
Advisors at this office
1
California · Pennsylvania · Texas
24 years of industry experience
Wells Fargo Clearing
2016 - Present • 10 years
San Rafael, CA
Wells Fargo Advisors, LLC
2016 - 2016 • 1 year
San Rafael, CA
Morgan Stanley
2009 - 2016 • 7 years
Merrill
2009 - 2009 • 1 year
Mill Valley, CA
Citigroup Global Markets
2003 - 2009 • 6 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 66
Dushore, PA
LPL Financial
Cathryn Pierce is a financial advisor with LPL Financial. She holds a Series 66 designation and has six years of industry experience. Prior to joining LPL Financial in 2023, she worked at Neuberger Berman from 2019 to 2023 and previously was involved with NYC Elite Gymnastics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.
Series 63, Series 66
Muncy, PA
LPL Financial
Lauren Mcdonald is a financial advisor with LPL Financial in Muncy, PA, holding Series 63 and Series 66 registrations and 14 years of industry experience. She previously worked at Woodbury Financial Services, Inc. for seven years before joining LPL Financial in 2019. Mcdonald also serves as a life and health insurance consultant as part of her broader financial services activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and portfolio management solutions delivered through a large network of investment adviser representatives.
Series 66
Hughesville, PA
Edward Jones
Stuart Hague is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is involved in local religious institutions, serving as pulpit supply for the Presbytery of Northumberland and chairing the Building & Finance committee at Bethel Linden Presbyterian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.
Series 63, Series 66
Muncy, PA
LPL Financial
John Machak is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Woodbury Financial Services for 11 years before joining LPL Financial in 2019. His other activities include involvement with The Wealth Factory, an affiliated business related to investment and insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Series 63, Series 65
Dushore, PA
LPL Financial
Derek Batz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at LPL Financial since 2004 and previously spent five years at Waddell & Reed. Outside of advising, he sells motorcycle parts online and provides tax preparation and bookkeeping services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Series 66, Series 63
Muncy, PA
LPL Financial
Gregory Bell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial, he worked in leadership roles, including at Leadership Baltimore County and as an investor relations representative at The Wealth Factory. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
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