Patrick Reagan
Patrick Reagan is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 18 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
801 Travis Street, Suite 1900, Houston, TX, 77002-5730
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2013Criminal
July 2004Other Business ActivitiesSells Insurance
Patrick operates Greenbriar Financial as a DBA for his LPL business since 2014. He also works with Texas Advantage Insurance Brokerage selling non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
LPL Financial CorporationBroker
LPL Financial Corporation
Aig Financial Advisors, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.