Patrick
Brannan

Lpl Financial LLC

CRD#5787255
Investment Advisor
in Littleton, CO

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About this Advisor

Patrick Brannan is a financial advisor based in Littleton, Colorado, working with Lpl Financial LLC. Patrick has previously held positions at Cetera Advisors LLC and Lpl Financial, LLC. Patrick has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Patrick is part of Lpl Financial LLC, which operates out of Littleton, Colorado. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

10394 W Chatfield Ave Ste 107
Littleton, CO 80127

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

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

35,841

CO Average: 13
Total Number of Accounts

1,910,545

CO Average: 661
Average Account Size

$242,588

CO Average: $977,396

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 Brannan Work History

2018 - Present (6 years)

Lpl Financial, LLC

2013 - 2018 (5 years)

Cetera Advisors LLC

Disclosures

Please visit the SEC profile of Patrick Brannan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Megan Chute
San Diego, CA
Ronald Hunter
Chester, NJ
Michael Binz
Lexington, KY
Debra Nelson
Mt. Pleasant, SC
Carol Larson
Tucson, AZ
Carey Wolf
West Bend, WI
Patrick Lee
Las Vegas, NV

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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