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Patrick J. Herrington, CFP® AIF®

Patrick J. Herrington, CFP® AIF®
 

Assistant Vice President

As an Assistant Vice President of LPL Private Client, Patrick supports advisors looking to win and retain client opportunities with $5 million or more of investable assets. Since joining the team in January 2013, he has built a multidisciplinary background encompassing the holistic wealth management needs of affluent clients and the specialized needs of institutions such as foundations, endowments and corporations. Additionally, Patrick works on building out the LPL Private Client team’s capabilities as it relates to tools, resources and strategic relationships. Prior to joining the LPL Private Client team, Patrick held multiple positions at LPL Financial spanning back to October 2007. His experience includes advisory platform management, advisory sales and service. During this time, he developed a deep understanding of the independent advisor business, analysis of advisors business structure, portfolio analysis and due diligence. Patrick has cultivated his skill set through first-hand experience, degrees, certifications and his accomplishments include:

  • Certified Financial Planner® Practitioner (CFP®)
  • Accredited Investment Fiduciary® (AIF®)
  • California Real Estate Broker
  • FINRA Series 7 and 66 Securities Licenses

Patrick earned a BS in both Finance and Accounting with a minor in Economics from California Polytechnic State University San Luis Obispo.