Patrick Gibbons
Patrick Gibbons is a registered investment advisor at LPL Financial LLC, based in Austin, TX, with 24 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
Austin, TX
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is involved with NASH Opportunity Group, selling non-variable insurance and as a DBA for his LPL business, dedicating minimal time to insurance and nearly full-time hours to his LPL business. He also serves as a non-profit board member for Travis Country HOA, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
Edward Jones
Edward JonesBroker
Golden Gate Financial Group, LLCBroker
Eplanning Securities, INC.Broker
Aurum Securities CORP.Broker
State Registrations3 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.