Michael Patton
Michael Patton is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bluefield, WV, with 27 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
3008 E. Cumberland Road, Bluefield, WV, 24701
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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.