Lpl Financial LLC

Investment Advisor
in Fairhope, AL

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About this Advisor

Patricia Burrell is a financial advisor based in Fairhope, Alabama, who has been in the financial industry for 17 years. Burrell works at Lpl Financial LLC. Throughout their career, Burrell has worked at Vision Bank, Uvest Financial Services Group, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Lpl Financial, LLC and Trustmark National Bank. Burrell maintains a Series 63 license, which qualifies them as a securities broker, and is registered to serve investors in Alabama. Lpl Financial LLC is a registered investment firm that has its headquarters in Fairhope, Alabama. The company has offices in 9,519 locations and a total of 23,035 employees. It handles $208 billion in total assets across its 892,326 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 1,956 charities and foundations. Of its 892,326 customer accounts, 28% are held by high-net-worth clients who have greater than $1 million in assets. Lpl Financial LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees typically are based on the type of services offered. However, fees charged by Lpl Financial LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

236 N. Greeno Rd
Fairhope, AL 36532

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Lpl Financial LLC Brokerage Details

Total Assets Under Management


AL Average: $646,059,043
Total Number of Employees


AL Average: 13
Total Number of Accounts


AL Average: 661
Average Account Size


AL Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Patricia Burrell Work History

Patricia has 17 years of experience.

2013 - Present (8 years)

Lpl Financial, LLC

2013 - Present (8 years)

Trustmark National Bank

2011 - 2013 (2 years)

Raymond James Financial Services, Inc

2011 - 2013 (2 years)

Raymond James Financial Services Advisors Inc

2009 - 2012 (3 years)

Vision Bank

2003 - 2011 (8 years)

Uvest Financial Services Group


Patricia Burrell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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