Patrick Thomas Calhan
Investment adviser representative at LPL Financial LLC
25 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- LPL Financial LLCSep 2024 to now
- Heartland Institute of Financial EducationJul 2012 to now
- Plc Financial Group,incApr 2012 to now
- WealthwaveFeb 2023 to Sep 2024
- Lspn Pro, LLCJun 2021 to May 2024
- College Loan FreedomOct 2020 to May 2024
- Paramount AdjustersSep 2017 to Nov 2021
- Rental PropertyJan 2017 to Oct 2020
- Transamerica Financial Advisors, IncJan 2012 to Sep 2024
- Employee Benefit Risk Management Services-ebrmJun 2011 to Nov 2021
- Neigborhood SealcoatersJun 2003 to Aug 2017
- WfgJun 2001 to Sep 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4045087
- Firm CRD
- 6413