Patrick O'connell
Patrick O'connell is a registered investment advisor at LPL Financial LLC, based in Evergreen, CO, with 12 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
3779 Evergreen Parkway, Evergreen, CO, 80439
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2010Other Business Activities
Patrick works full-time as a Senior Premier Relationship Manager at BMO and also uses BMO Investment Services as a DBA for LPL business. Both activities started in January 2024 and each take up a full-time commitment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.