Patrick O'quin is a registered investment advisor at LPL Financial LLC, based in Alexandria, LA, 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
128 Versailles Blvd., Alexandria, LA, 71303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick operates his LPL business through several DBAs and entities, including Financial Solutions Group LLC, FSG Holdings, LLC, O'Quin Financial Group, and 4th Quarter Financial Group. These activities are investment-related and take up nearly all of Patrick's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations20 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.