Patrick Mccabe
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Patrick Mccabe? Claim your profile
Contact this firm
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
16 years in the industry.
- LPL Financial LLCAug 2024 to now
- Lincoln Financial Advisors CorporationMay 2021 to Aug 2024
- UnemployedMar 2021 to May 2021
- Prideone TechnologiesApr 2020 to Feb 2021
- UnemployedFeb 2020 to Apr 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2018 to Feb 2020
- UnemployedFeb 2018 to Apr 2018
- Newday USAJun 2017 to Feb 2018
- Tartan Medical, LLCDec 2016 to Feb 2018
- Assumption UniversityAug 2015 to Jan 2017
- Pine Ridge Golf CourseMay 2010 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6942394
- Firm CRD
- 6413