Patrick Gilmore
Patrick Gilmore is a CFP-designated registered investment advisor at LPL Financial LLC, based in Wayne, NJ, with 31 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
1680 Route 23 Ste 150, Wayne, NJ, 07470
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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 operates under the DBA PGA Financial Group for his LPL business and has a business entity, PGA Financial Services, for tax/investment purposes. He is also a notary and involved with non-variable insurance, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
Sii Investments, INC.Broker
Jaron Equities CORP.Broker
PNC Brokerage CORPBroker
Essex National Securities, INC.Broker
M. Rimson & CO., INC.Broker
State Registrations23 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.