Patrick Collins is a CFP-designated registered investment advisor at LPL Financial LLC, based in Williamsville, NY, with 1 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6500 Sheridan Drive, Suite 200, Williamsville, NY, 14221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Patrick works as registered support staff for Cadaret, Grant & Co., Inc., dedicating about 10-20% of his time to supporting licensed personnel and servicing clients. He also works as a scoreboard operator for Canisius High School, spending a few hours per week outside of trading hours.
Employment History
Current Registrations
LPL Financial LLCBroker
Wny Asset Management, LLC
Previous Registrations
Sandhill Investment Management
State Registrations1 state
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