Hugh Blake-Thomas

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 11/2020
  Tiaa
  Ann Arbor, MI
• 09/2021 → Present
  Citizens Securities, Inc
  Westwood, MA
• 12/2020 → 09/2021
  Sabbatical/Not Employed
  Brighton, MI

Previous Registrations

• 2021-09-20 → 2024-04-18
  Citizens Securities, Inc.
  Brighton, MI
  Woburn, MA
• 2016-02-18 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Ann Arbor, MI
  Ann Arbor, MI
  Ann Arbor, MI
• 2014-06-27 → 2016-02-10
  Ameriprise Financial Services, Llc
  Livonia, MI
  Grand Blanc, MI
• 2010-08-17 → 2014-06-30
  Wells Fargo Clearing Services, Llc
  Farmington Hills, MI
• 2007-10-01 → 2010-08-24
  Ubs Financial Services Inc.
  Grosse Pt Farms, MI
  Weehawken, NJ
  Grosse Pointe Farms, MI
  Bloomfield Hills, MI
  Troy, MI
• 2006-12-19 → 2007-10-01
  Natcity Investments, Inc.
  Ann Arbor, MI
• 2005-09-12 → 2006-11-29
  Comerica Securities
  Bloomfield Hills, MI
  Bloomfield Hills, MI
  Bloomfield Hills, MI

Exams

• S66 Uniform Combined State Law Examination
  2004-06-04
• S63 Uniform Securities Agent State Law Examination
  1998-03-27

Other Names

• Hugh Blakethomas
• Hugh Blake-Thomas
• Hugh Blake-Thomas