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CFP

Patrick Gilmore

LPL Financial LLC
32 Years of Experience
Wayne, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Patrick Gilmore is a CFP-designated registered investment advisor at LPL Financial LLC, based in Wayne, NJ, with 32 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1680 Route 23 Ste 150, Wayne, NJ, 07470

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History

Regulatory History
Clean regulatory record

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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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
November 2019 - Present · 6 yrs 11 mos
LPL Financial LLCBroker
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
Sagepoint Financial, INC.
October 2008 - December 2019 · 11 yrs 2 mos
Sagepoint Financial, INC.Broker
October 2008 - December 2019 · 11 yrs 2 mos
American General Securities Incorporated
October 2002 - October 2008 · 6 yrs
American General Securities IncorporatedBroker
July 1999 - October 2008 · 9 yrs 3 mos
Sii Investments, INC.Broker
April 1997 - July 1999 · 2 yrs 3 mos
Jaron Equities CORP.Broker
June 1996 - April 1997 · 10 mos
PNC Brokerage CORPBroker
February 1996 - July 1996 · 5 mos
Essex National Securities, INC.Broker
May 1994 - May 1996 · 2 yrs
M. Rimson & CO., INC.Broker
March 1994 - April 1994 · 1 mo
State Registrations23 states
AZCACOCTDEFLGAMAMDMEMTNCNHNJNYPASCTNTXUTVAWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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