LPL Financial
43yrs
Top advisor by experience in Saint Joseph
41yrs
Patrick Perfitt has worked in the financial industry for 41 years and is a fiduciary financial advisor based in Saint Joseph, Michigan. Patrick has been with LPL Financial since 2012; before that, Patrick spent five years at Edward Jones and a year at Ifmg Securities. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience41 years (since 1986)
How that compares ?Top 3% by experience nationwide
OfficeSaint Joseph, MI
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowLPL Financial LLCCurrent firm
- 2007 – 2012Edward JonesPreviously
- Aug 2006 – Nov 2007Ifmg Securities, Inc.Previously
- Jul 2005 – Jun 2006Chase Investment Services Corp.Previously
- May 2005 – Jul 2005Banc One Securities CorporationPreviously
Contact Patrick
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Patrick. Saint Joseph, MIOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call LPL Financial at (704) 733-3300 and ask for Patrick Perfitt. Patrick works from the Saint Joseph, MI office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1986, about 41 years. Top 3% by experience nationwide.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Ameriprise Financial Services
33yrs
Top 11% by experience nationwide
Thrivent Investment Management
22yrs
Top 19% by experience at Thrivent Investment Management
Cetera Investment Advisers
17yrs
More experience than 68% of advisors in Saint Joseph
Edward Jones
17yrs
More experience than 71% of advisors at Edward Jones
Cetera Investment Advisers
15yrs
More experience than 63% of advisors in Saint Joseph