Patrick John Hillman
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- LPL Financial LLCFeb 2025 to now
- Vibe Credit UnionFeb 2025 to now
- Fidelity InvestmentsJun 2023 to Nov 2024
- Charles Schwab and Co., Inc.Dec 2022 to Jun 2023
- TD Ameritrade, Inc.Dec 2018 to Dec 2022
- Jackson National Life Distributors LLCDec 2017 to Dec 2018
- UberJul 2017 to Nov 2017
- Bank of America, N.A.Sep 2016 to May 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5222729
- Firm CRD
- 6413