Patricia Donelan
Patricia Donelan is a registered investment advisor at LPL Financial LLC, based in Middletown, NJ, with 47 years of industry experience. Patricia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Middletown, NJ
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Other Business Activities
Patricia operates her LPL business through Highland Partners Financial Services, dedicating full-time hours to this endeavor. She also has a DBA for her LPL business at a separate location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Momentum Independent Network INC.
Momentum Independent Network INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Verrilli Altschuler Schwartz INC.Broker
Chestman Securities CO., INC.Broker
Lehman Brothers INC.Broker
State Registrations11 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.
Exams
More Advisors
- John RickerLPL Financial LLC
- Christopher Briamonte, CFPWorld Investment Advisors, LLC
- Michael Vitkansas, ChFCKestra Advisory Services, LLC
- Richard Limekiller, CFA, CFPRBC Rochdale, LLC
- Christopher Helwig, CFPNewport Wealth Management, LLC
- Douglas Grant, CFPGrant Asset Management, LLC