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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Northeast Planning Associates, Inc. 5 years, 1 month Jan 2014 - Present
LPL Financial LLC 5 years, 3 months Nov 2013 - Present
Merrill Lynch, Pierce, Fenner & Smith, Inc. 3 years Nov 2010 - Nov 2013
Edward Jones 2 years, 10 months Jan 2008 - Nov 2010

Designations & Memberships

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Articles and Answers

Insights by Patrick Gillis

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 2, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Dec 2, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

LPL Financial LLC

Last updated on Jan. 23, 2019
    • $152.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 680K
      Accounts
    • $224.2K
      Estimated Average Account Balance

Fees

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