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Patrick Hillman

LPL Financial LLC
13 Years of Experience
Livonia, MI
1 DisclosureBroker
View SEC Summary
View SEC Summary

Patrick Hillman is a registered investment advisor at LPL Financial LLC, based in Livonia, MI, with 13 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9373 Middlebelt Rd, Livonia, MI, 48150

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Patrick operates VCU Wealth Management as a DBA for his LPL business. This activity is investment-related and conducted at a specific location.

Employment History
Current Registrations
LPL Financial LLC
March 2025 - Present · 1 yr 7 mos
LPL Financial LLC
March 2025 - Present · 1 yr 7 mos
LPL Financial LLCBroker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
September 2023 - December 2024 · 1 yr 3 mos
Fidelity Brokerage Services LLCBroker
August 2023 - December 2024 · 1 yr 4 mos
Charles Schwab & CO., INC.
January 2022 - June 2023 · 1 yr 5 mos
Charles Schwab & CO., INC.Broker
January 2022 - June 2023 · 1 yr 5 mos
TD Ameritrade Investment Management, LLC
January 2019 - June 2023 · 4 yrs 5 mos
TD Ameritrade, INC.
January 2019 - October 2022 · 3 yrs 9 mos
TD Ameritrade, INC.Broker
January 2019 - June 2023 · 4 yrs 5 mos
Jackson National Life Distributors LLCBroker
December 2017 - January 2019 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2016 - June 2017 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2016 - June 2017 · 9 mos
Wells Fargo Advisors, LLC
January 2016 - September 2016 · 8 mos
Wells Fargo Advisors, LLCBroker
January 2016 - September 2016 · 8 mos
Wells Fargo Advisors, LLC
February 2012 - August 2015 · 3 yrs 6 mos
Wells Fargo Advisors, LLCBroker
December 2011 - August 2015 · 3 yrs 8 mos
State Registrations9 states
AZFLGAILKYLAMINCNV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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