John Patterson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bryn Mawr, PA, with 33 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
14 Elliott Avenue, Bryn Mawr, PA, 19010
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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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John acts in a fiduciary capacity for the David S Gerber Insurance Trust, serves as Treasurer on the Board of Directors for Chester Rural Cemetery, and works in tax preparation/accounting for Patterson Financial Advisors PC. These activities take minimal time each month, with the exception of Patterson Financial Advisors PC, which takes a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
The Investment Center, INC.Broker
Ic Advisory Services, INC.
Tfs Advisory Services
Tfs Securities, INC.Broker
1717 Capital Management CompanyBroker
Tfs Securities, INC.Broker
H.D. Vest Investment Securities, 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.