Patrick Armstrong is a registered investment advisor at LPL Financial LLC, based in Painesville, OH, with 35 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
77 N. St. Clair, Ste. 104, Painesville, OH, 44077
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Patrick is a public notary for the State of Ohio since 1995, dedicating minimal time. He also operates under the DBAs Simply Investment Strategies and patrick armstrong financial for his LPL business, spending full-time and about a quarter of his time respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Westminster Financial Advisory CORP
Westminster Financial Securities, INC.Broker
Parker/hunter IncorporatedBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Wall Street Investor ServicesBroker
Charles Schwab & CO., INC.Broker
Dean Witter Reynolds INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations21 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.