Patrick OreillyCRD Number: 5078828
Current Firm: Lpl Financial LLC
Patrick Oreilly (CRD# 5078828) is an Investment Advisor Representative working at Lpl Financial LLC in Chesterfield, MO and has over 16 years of experience in the finance industry. Patrick Oreilly 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
Cetera Investment Advisers LLC
|Lpl Financial LLC||Chesterfield, MO||Sep 2020 - Current||1|
|O'reilly Llc Fka Mike O'reilly LLC||Chesterfield, MO||May 2013 - Sep 2020||7|
|Securities Service Network||Chesterfield, MO||Mar 2011 - Sep 2020||9|
|Mike O'reilly, LLC||Chesterfield, MO||Jun 2010 - May 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2006|
|S65||NASAA Investment Advisors Law Examination||Apr 2007|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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