Kerri Patrick
Kerri Patrick is a CFP-designated registered investment advisor at LPL Financial LLC, based in West Linn, OR, 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
1800 Blankenship Rd Ste 125, West Linn, OR, 97068
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Regulatory History (1)
Customer Dispute
March 2023Other Business ActivitiesSells Insurance
Kerri sells non-variable insurance products, including term and fixed annuities, long-term care, and disability insurance, dedicating minimal time to this activity. She also operates Kerri Patrick, LLC as a DBA for her LPL business and for tax/investment purposes, spending about a quarter of her time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Wall Street Financial Group, INC.Broker
Allmerica Investment Management CO INC
Allmerica Investments, INC.Broker
State Registrations11 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.