Patrick Mcilrath
Patrick Mcilrath is a registered investment advisor at Alliance Advisory & Securities, LLC, based in Westlake Village, CA, with 32 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 667 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alliance Advisory & Securities charges an annual fee based on a percentage of the assets they manage for you. This fee generally ranges from 0.5% to 2.0%. The fee is calculated based on the value of your account at the end of each quarter and is billed quarterly.
Location
31248 E. Oak Crest Drive Ste 100, Westlake Village, CA, 91361
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is the owner/president of Arie Financial Group, focusing on insurance sales including life, health, disability, and fixed annuity products since 2005. This takes nearly full-time, with a significant portion during trading hours.
Employment History
Current Registrations
Alliance Advisory & Securities, LLC
Previous Registrations
Alliance Advisory & Securities, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Cigna Financial Advisors,inc.Broker
State Registrations3 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.