Patricia Donelan
Patricia Donelan is a registered investment advisor at LPL Financial LLC, based in Middletown, NJ, with 46 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
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.