Patrick Dowlin
Patrick Dowlin is a CFP-designated registered investment advisor at LPL Financial LLC, based in Longmont, CO, 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
2907 17th Ave Ste A, Longmont, CO, 80503
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2012Other Business ActivitiesSells Insurance
Patrick operates his LPL business under the names Lifetime Investment Planning, Inc. and Foursquare Investment Management, LLC. He also works as a soliciting agent for Crump Life Insurance Services, Inc. selling non-variable insurance, and spends minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations31 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.