Patricia Mcdonough is a registered investment advisor at LPL Financial LLC, based in Madison, WI, with 22 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
333 South Westfield Rd., Madison, WI, 53717
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patricia owns a share of an 8-unit apartment building with her husband, where they collect rent and he handles maintenance. She also works full-time as a financial advisor for Old National Investments and Old National Wealth Advisors, and spends minimal time participating in a referral program for banking products at Old National Bank.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations5 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.