Michael Patton
Michael Patton is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bluefield, WV, with 28 years of industry experience. Michael 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
3008 E. Cumberland Road, Bluefield, WV, 24701
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Other Business ActivitiesSells Insurance
Michael is associated with Investment Planning Advisors since 2013 and Deedle Holdings LLC since 2014, spending minimal time on the latter. Since 2019, Michael has been selling long-term care insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
State Registrations15 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.