Patrick O'clair is a registered investment advisor at LPL Financial LLC, based in High Point, NC, with 2 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
3015 East River Way, High Point, NC, 27265
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick operates under the DBA Allegacy Investment Group for his LPL business. This activity is investment-related and takes nearly all of Patrick's time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
State Registrations15 states
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