Donald
Patrick

Lpl Financial LLC

CRD#1163392
Investment Advisor
in Atlanta, GA
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About this Advisor

Donald Patrick is a certified financial planner whose office is in Atlanta, Georgia. Currently a registered investment advisor with Lpl Financial LLC, Patrick has 15 years of practice in the financial advisory industry. Patrick has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Patrick is able to work with investors in Georgia and Texas. Throughout their career, they have worked at Integrated Financial Group, Securities America, Inc, Securities America Advisors, Inc, Lpl Financial, Ifg Advisory, LLC and Lpl Financial, LLC. Lpl Financial LLC is located in Atlanta, Georgia, and has 8,011 brick-and-mortar locations throughout the United States. Overall, Lpl Financial LLC manages $153 billion in assets throughout 680,466 client accounts and retains more than 22,703 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the country. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 23% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. 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

15 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

200 Ashford Center N, Ste 400
Atlanta, GA 30338

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

GA Average: 118
Total Number of Accounts

786,525

GA Average: 4,567
Average Account Size

$202,281

GA 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

Donald Patrick Work History

Donald has 15 years of experience.

2013 - Present (6 years)

Ifg Advisory, LLC

2013 - Present (6 years)

Lpl Financial, LLC

2011 - 2013 (2 years)

Lpl Financial

2003 - Present (16 years)

Integrated Financial Group

2003 - 2011 (8 years)

Securities America, Inc

2003 - 2011 (8 years)

Securities America Advisors, Inc

Disclosures

Donald Patrick has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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