Patrick Mcgrath
Patrick Mcgrath is a CFP-designated registered investment advisor at LPL Financial LLC, based in Washington Twp, MI, with 28 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
65905 Van Dyke, Washington Twp, MI, 48095
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2001Employment Separation After Allegations
June 1999Other Business Activities
Patrick has a DBA called Diversified Financial Services, Inc. since 2010.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mutual Service CorporationBroker
Hantz Financial Services, INC.Broker
Hantz Financial Services, INC.Broker
Vestax Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Pruco Securities CorporationBroker
State Registrations21 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.