Patrick Gibbs is a registered investment advisor at LPL Financial LLC, based in Chicago, IL, with 19 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
231 S La Salle St # 13, 13th Floor, Chicago, IL, 60604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick operates his LPL business under the DBA Wintrust Investments. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wintrust Investments
Wintrust Investments LLCBroker
Northern Trust Securities, INC.Broker
Mesirow Financial Investment Management, INC.
Mesirow Financial, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations31 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.