Lpl Financial LLC
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About this Advisor
Sandra Gilpatrick is a certified financial planner in Boston, Massachusetts. Currently a registered advisor with Lpl Financial LLC, they have accrued 10 years of professional experience. Gilpatrick holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Gilpatrick is registered to work with customers in Massachusetts. Throughout their career, they have worked at Lpl Financial LLC and Morgan Stanley Smith Barney. Lpl Financial LLC is headquartered in Boston, Massachusetts, and has 8,011 other offices across the nation. Overall, Lpl Financial LLC oversees $153 billion in assets dispersed across 680,466 client accounts and retains more than 22,703 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. The firm manages 655,827 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Lpl Financial LLC can provide 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 may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Sandra Gilpatrick Work History
Sandra has 10 years of experience.
Lpl Financial LLC
Morgan Stanley Smith Barney
Sandra Gilpatrick has no disclosures.
Please visit their SEC profile for more details.