Patrick Mcgrory is a CFP-designated registered investment advisor at LPL Financial LLC, based in Vineland, NJ, with 25 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
782 S Brewster Road, Suite B2, Vineland, NJ, 08361
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick operates Liberty Point Advisors as a DBA for his LPL business, dedicating nearly full-time hours to it. He also owns several businesses related to tax preparation, accounting, and real estate, and acts in a fiduciary capacity for a trust, but spends minimal time on these activities. Patrick provides investment advisory services through Independent Advisor Alliance, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Independent Advisor Alliance, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations27 states
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