Patrick Louise
Patrick Louise is a registered investment advisor at LPL Financial LLC, based in Woodstock, IL, with 15 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
2525 Harding Ln Ste C, Woodstock, IL, 60098-6921
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Regulatory History (1)
Customer Dispute
March 2024Other Business Activities
Patrick operates his LPL business through Fraser Wealth Management, Inc. and uses PDL Advisors Inc for tax/investment purposes. He also serves as an athletic director for his son's school, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fifth Third Securities, INC.Broker
State Registrations12 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.