Alex Patterson is a registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 5 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
Pittsburgh, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alex operates Financial Planning Advisors as a DBA for LPL business and provides administrative support to Financial Planning Advisors, Inc. and Van Reed Wealth Management, LLC, both independent investment advisor firms, dedicating full-time hours to each. Alex is also a CPA/Member at FPA Tax Services, LLC, spending about 10-20% of their time preparing tax returns.
Employment History
Current Registrations
LPL Financial LLCBroker
Financial Planning Advisors INC.
Previous Registrations
LPL Financial LLC
State Registrations1 state
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