Patrick Perfitt
Patrick Perfitt is a registered investment advisor at LPL Financial LLC, based in Saint Joseph, MI, with 37 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
Saint Joseph, MI
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2005Other Business Activities
Patrick works as a real estate salesperson to assist existing clients in selling their houses since April 2020. This activity requires minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities Corporation
Banc One Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Charles Schwab & CO., INC.Broker
Advantage Investment ServiceBroker
Prudential-Bache Securities INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations10 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.