LPL Financial
47yrs
Top advisor for experience in San Diego
44yrs
Thomas J Belisari
Financial advisor at LPL Financial
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% for experience in San Diego
Office4707 Executive DR, San Diego, CA 92121
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Jul 2026 – nowLPL Financial LLCCurrent firm
- 1994 – 2026Key Financial, Inc.Previously
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Thomas
How do I contact Thomas?
Call LPL Financial at 704-733-3300 and ask for Thomas J Belisari. Thomas works from the San Diego, CA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 1982, about 44 years. Top 1% for experience in San Diego.
What licenses does Thomas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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