Patrick Knox
Patrick Knox is a CFP-designated registered investment advisor at LPL Financial LLC, based in Horsham, PA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
100 Witmer Rd Ste 140, Horsham, PA, 19044-2648
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Regulatory History (1)
Regulatory
September 2020Other Business ActivitiesSells Insurance
Patrick is affiliated with Independent Advisor Group as a DBA for his LPL business, dedicating full-time hours to this role. He also engages in non-variable insurance activities through Independent Advisor Group, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Quick & Reilly, INC.Broker
W. H. Newbold's Sons & CO., INC.Broker
First Jersey Securities, INC.Broker
Lincoln Investment Planning, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.