Patrick
English
Lpl Financial LLC
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About this Advisor
Patrick English is a financial advisor based in Leominster, Massachusetts, working with Lpl Financial LLC. Patrick has previously held positions at Wells Fargo Advisors LLC, Lpl Financial, LLC, and Voya Financial Advisors, Inc. Patrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Patrick is part of Lpl Financial LLC, which operates out of Leominster, Massachusetts. 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
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Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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 English Work History
Lpl Financial, LLC
Voya Financial Advisors, Inc
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Patrick English 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
Fort Mill, SC
Tampa, FL
Knoxville, TN
Chandler, AZ
Brea, CA
Canandaigua, NY
Dublin, PA
Great Falls, MT
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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