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CFP
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CFP

Patrick Mcmahon

Private Advisor Group, LLC
30 Years of Experience
Williamsville, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Patrick Mcmahon is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Williamsville, NY, with 30 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

19 Limestone Drive Suite 5, Williamsville, NY, 14221

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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 spends about three-quarters of his time on his LPL business through Independent Planner LLC. He also works as an insurance agent, offering life, LTD, LTC, STD, health, and disability insurance, dedicating about a quarter of his time to this activity.

Employment History
Current Registrations
Private Advisor Group, LLC
December 2013 - Present · 12 yrs 10 mos
LPL Financial LLCBroker
December 2013 - Present · 12 yrs 10 mos
Previous Registrations
First Allied Advisory Services, INC.
July 2012 - December 2013 · 1 yr 5 mos
First Allied Securities, INC.
September 2010 - July 2012 · 1 yr 10 mos
First Allied Securities, INC.Broker
December 1998 - December 2013 · 15 yrs
Josephthal & CO., INC.Broker
November 1995 - December 1998 · 3 yrs 1 mo
State Registrations26 states
ALAZCACODEFLGAILINKSKYMAMDMIMNNDNJNYOHORPASCSDTXWAWV
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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