Patrick
Mead

Lpl Financial LLC

CRD#1959855
Investment Advisor
in San Diego, CA
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About this Advisor

Patrick Mead is a certified financial planner whose office is in San Diego, California. Currently a registered investment advisor at Lpl Financial LLC, Mead has an impressive 29 years of practice as a registered investment advisor. Mead has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Mead is able to operate based out of California. Throughout their career, they have worked at New England Securities, The Equitable Life Assurance Society Of The United States, Eq Financial Consultants, Inc, New England Financial, First Allied Securities, Inc, Lpl Financial, LLC and First Allied Advisory Services, Inc. Lpl Financial LLC is headquartered in San Diego, California, and operates out of 8,011 additional locations in the country. As an advisory firm, Lpl Financial LLC oversees $153 billion in assets across 680,466 client accounts and employs more than 22,703 people. The firm's total assets under management places it among the largest financial advisory firms in the country. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Lpl Financial LLC provides 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

29 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

Disclosures

Yes

Office Location

12625 High Bluff Dr Ste 212
San Diego, CA 92130

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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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

Patrick Mead Work History

Patrick has 29 years of experience.

2018 - Present (1 years)

Lpl Financial, LLC

2013 - 2018 (5 years)

First Allied Securities, Inc

2013 - 2018 (5 years)

First Allied Advisory Services, Inc

2009 - 2012 (3 years)

New England Securities

2009 - 2012 (3 years)

New England Financial

1989 - 2009 (20 years)

The Equitable Life Assurance Society Of The United States

1989 - 2009 (20 years)

Eq Financial Consultants, Inc

Disclosures

Patrick Mead has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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