Margareth Patino
Margareth Patino is a registered investment advisor at LPL Financial LLC, based in Hollywood, FL, with 30 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
Hollywood, FL
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2004Customer Dispute
June 2004Other Business ActivitiesSells Insurance
Margareth uses MRP Investment Services as a corporation for tax purposes since 2013, dedicating minimal time. She is also an insurance agent with Alpha Solutions Mgmt. selling non-variable insurance since 2015, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
New England Securities Corporation
New England SecuritiesBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wm Financial Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations9 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.