Patrick Mclaughlin
Patrick Mclaughlin is a registered investment advisor at LPL Financial LLC, based in Southington, CT, with 1 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
360 N Main St Ste 4, Southington, CT, 06489
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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
Patrick operates Raymond Wealth Management as a DBA for his LPL business and owns rental real estate. He also sells non-variable insurance and works part-time as a physical therapist for Atrinity Home Health and Select Medical, dedicating about three-quarters of his time to these physical therapy roles.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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