Sandra Gilpatrick, financial advisor Boston MA

Sandra Gilpatrick

Sandra Gilpatrick

CRD Number: 2675685
Current Firm: Lpl Financial LLC
Sandra Gilpatrick (CRD# 2675685) is an Investment Advisor Representative working at Lpl Financial LLC in Boston, MA and has over 21 years of experience in the finance industry. Sandra Gilpatrick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Boston, MA Dec 2012 - Current 8
Morgan Stanley Smith Barney Boston, MA Jan 2008 - Dec 2012 4
Smith Barney Boston, MA Jul 2001 - Jan 2008 6
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Apr 1996
S63 Uniform Securities State Law Examination May 1996
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for Sandra Gilpatrick
Phone Number: 704-733-3300
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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