Patrick Mcintyre
Patrick Mcintyre is a registered investment advisor at LPL Financial LLC, based in Fargo, ND, with 32 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
3050 Sienna Dr S Ste 100, Fargo, ND, 58104
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Patrick is involved in several business activities, including McIntyre Wealth Management Inc. (for tax/investment purposes), Choice Financial Wealth Management and Choice Wealth (DBAs for LPL business), ICA Group Wealth Management, LLC (where he provides investment advisory services, taking about half his time), BBM Properties LLC and GPFG LLC (for tax/investment purposes). He also spends minimal time on fixed insurance through Choice Wealth and ICAG Insurance Agency.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ica Group Wealth Management, LLC
Investment Centers of America, INC.Broker
Investment Centers of America, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
State Registrations14 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.