Patric Barnhart
Patric Barnhart is a registered investment advisor at LPL Financial LLC, based in Eldersburg, MD, with 8 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
1643 Liberty Rd. Ste 101, Eldersburg, MD, 21784
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patric sells fixed insurance with various companies, including life, health, disability, annuities, and long-term care, dedicating about a quarter of his time. He also operates under the DBA Secure Financial Services for his LPL business, spending about a quarter of his time on this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
AXA Advisors, LLCBroker
State Registrations14 states
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