Patrick Bivona is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cypress, CA, with 39 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
Cypress, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick operates Elite Retirement Consultants LLC as a DBA for his LPL business and owns rental real estate since 1983. He is also a professor at the American Dental Education Association and acts as a trustee for the Bivona Family Trust.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Focus II Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations6 states
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