Patrick Kelley
Patrick Kelley is a registered investment advisor at LPL Enterprise, LLC, based in St. Petersburg, FL, with 14 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
12425 28th St. N., Suite 300, St. Petersburg, FL, 33716
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Regulatory History (1)
Regulatory
December 2015Other Business Activities
Patrick manages rental real estate, dedicating minimal time to this activity. He also works full-time for ClearPath Advisory Group, LLC, and is a managing member of ClearPath Advisory Group Real Estate LLC, which is related to his LPL business.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations17 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.