William Patno is a CFP-designated registered investment advisor at LPL Financial LLC, based in Barre, VT, 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
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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
162 North Main Street, Ste 200, Barre, VT, 05641
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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
William places non-variable life, disability, long-term care, and fixed annuities through Granite Financial Group, taking about 10-20% of his time. He also owns Coalpe, LLC, an undeveloped land used for forestry and timber harvesting, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Equity Services, INC.Broker
State Registrations22 states
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