Patrick Gill
Patrick Gill is a registered investment advisor at LPL Financial LLC, based in Park Ridge, IL, with 23 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
222 S Prospect Ave Ste 320, Park Ridge, IL, 60068
Get directionsHistory
Regulatory History (2)
Criminal
August 2005Criminal
October 1994Other Business Activities
Patrick provides investment advisory services through Capital Point Financial Group, Inc., dedicating nearly full-time hours to this activity. The firm is separate from and independent of LPL Financial.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital Point Financial Group, LTD.
Level Four Advisory Services
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Fahnestock Asset Management
Oppenheimer & CO. INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations13 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.