Melissa Therese 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

• 09/2020 → 05/2025
  Cuso Financial Services
  San Diego, CA
• 12/2019 → 07/2020
  Ultimate Staffing
  San Diego, CA
• 03/2012 → 11/2019
  Morena Pet Hospital
  San Diego, CA
• 07/2020 → 08/2020
  Unemployed
  Santee, CA
• 11/2019 → 11/2019
  Unemployed
  Santee, CA
• 05/2025 → Present
  Lpl Financial Llc
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-11-17

Other Names

• Melissa Therese Pires