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Thomas Mccleskey

Advisor at LPL Financial

Updated today

Location

Decatur, AL 35601

Credentials

Series 66

About

Thomas Mccleskey is a financial advisor at LPL Financial with a Series 66 designation and over two years of industry experience. His prior roles include positions at Securities America, Fidelity Investments, and Keel Point LLC, as well as working at the University of Alabama. LPL Financial provides advisory and brokerage services to a broad client base including individual investors, retirement plan sponsors, banks, and credit unions. The firm offers a wide range of programs and investment solutions, managing over $819 billion in advisory assets through a nationwide network of more than 21,800 investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

2205 Graham Ave Sw, Ste B

Decatur, AL 35601

Most active in

Alabama

Work history

LPL Financial

2024 - Present (2 years)

Securities America, Inc.

2023 - 2024 (1 year)

Fidelity Investments

2023 - 2023 (1 year)

Keel Point LLC

2022 - 2022 (1 year)

University of Alabama

2021 - 2023 (2 years)

Target

2021 - 2021 (1 year)

University of Alabama

2019 - 2023 (4 years)

Lowes

2019 - 2019 (1 year)

Redstone Federal Credit Union

2017 - 2019 (2 years)

Full-time Education

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kenneth J

Series 63, Series 65

Trinity, AL

Ignite Planners LLC

Kenneth Johnson is a financial advisor at Ignite Planners LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at StoneX Securities Inc. Outside of advising, he serves as a Bible class teacher and pulpit minister at Aldridge Grove Church of Christ and is involved in several community boards, including the International Motorsports Hall of Fame and the Industrial Development Board of Lawrence County, Alabama. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and access to third-party money managers, employing a multi-disciplinary investment approach and discretionary portfolio management that includes private and alternative investments.

Options & derivatives strategies Private / alternative investments Active portfolio management Tax-loss harvesting
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Trevor K

Series 66

Priceville, AL

Nbc Securities, Inc.

Trevor Kurzhal is a financial advisor with NBC Securities, Inc. holding a Series 66 designation and five years of industry experience. Outside of his advisory role, he is involved in audio production, mixing and mastering music for local artists, and serves in various media and production roles with Grace Life Church of the Shoals and its missions affiliate. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including individuals, institutions, and municipalities, with approximately $1.78 billion in assets under management. The firm offers multiple fee-based advisory programs and integrates brokerage execution and custody services through RBC platforms.

Retirement income strategy Wealth management Founder/Business Owner Retired
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Dustin H

CFP®, Series 63, Series 66

Madison, AL

Balefire, LLC

Dustin Haraway is a CFP® with seven years of industry experience, currently advising at Balefire, LLC. His prior roles include positions at Integrity Alliance, Lion Street Financial, and Raymond James Financial Services Advisors, among others. Outside of financial services, he operated Haraway Lawn Care Company for two years. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process using an Investment Committee and a core-plus-tactical philosophy, customizing client relationships by risk profile and goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
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James M

Series 66

Decatur, AL

Diversify Advisory Services, LLC

James Mitchell Jr. is a financial advisor with Diversify Advisory Services, LLC in Decatur, AL, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at DFPG Investments, LLC, BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and Triad Advisors, Inc. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach, utilizing a variety of internal and third-party models across multiple platforms and offering a broad range of investment instruments and strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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Todd K

Series 63, Series 65

Priceville, AL

Nbc Securities, Inc.

Todd Kurzhal is a financial advisor at NBC Securities, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with NBC Securities since 2002. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including high-net-worth individuals, institutions, and municipalities. The firm offers multiple advisory programs that integrate third-party investment managers and model portfolios, supporting both discretionary and non-discretionary arrangements.

Retirement income strategy Wealth management Founder/Business Owner Retired
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David W

Series 63, Series 65

Madison, AL

First Advisors National, LLC

David Wyrick is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked as an independent contractor for Cornerstone Senior Services since 2006, providing financial services primarily related to long-term care, insurance, and annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach focuses on selecting and monitoring third-party money managers combined with tactical and strategic allocations, supplemented by fundamental analysis of individual securities.

Passive / index investing
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