Trevor Tyson 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

• 05/2015 → 12/2024
  Aon Hewitt
  Lincolnshire, IL
• 08/2015 → 12/2024
  Aon Hewitt Financial Advisors
  Lincolnshire, IL
• 12/2024 → Present
  Baxter Credit Union - Bcu
  Vernon Hills, IL
• 02/2025 → Present
  Lpl Financial Llc
  Vernon Hills, IL

Previous Registrations

• 2015-09-23 → 2024-12-11
  Alight Financial Advisors, Llc
  Lincolnshire, IL
• 2009-04-06 → 2015-04-30
  Equitable Advisors, Llc
  Deerfield, IL

Other Businesses

1) 2026-04-30 - Guidepoint Global LLC - Teacher Paid by School or University - N - 5 - 5 - New York NY - 2026-04-01 - Guidepoint is a research enablement platform designed to accelerate understanding and empower decision-making through real-time access to data and hard-to-source knowledge. Backed by the world`s largest network of expertise, the company provides critical context and dimension on any topic, letting top companies and investors rapidly turn answers into action. 2) 2025-02-06 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - BCU Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - Y - - - at reported business location(s) - 2025-02-04 - 3) 2025-02-06 - BCU - Baxter Credit Union - Financial Institution Duty - Y - 160 - 8 - at reported business location(s) - 2025-02-04 -

Exams

• S66 Uniform Combined State Law Examination
  2009-02-10

Other Names

• Trevor T. Thomas