Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
30yrs
Sandra Gilpatrick
Financial advisor at LPL Financial
Sandra Gilpatrick has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Boston, Massachusetts. Sandra joined LPL Financial in 2013, a firm offering financial planning, investment management, and educational workshops. Sandra holds the CFP® designation.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 15% by experience in Boston
Office101 Federal Street, Boston, MA 02110
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowLPL Financial LLCCurrent firm
Contact Sandra
Local office(617) 314-7575Ask for Sandra. (704) 733-3300Main office · Fort Mill, SC 101 Federal StreetBoston, MA 02110Office · Get directions Facebook pageLPL Financial
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Questions to ask Sandra
Tailored to Sandra’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
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About Sandra
How do I contact Sandra?
Call Sandra’s local office at (617) 314-7575 or the LPL Financial main office at (704) 733-3300, and ask for Sandra Gilpatrick.
How long has Sandra been a financial advisor?
Sandra has been in the industry since 1996, about 30 years. Top 15% by experience in Boston.
What licenses does Sandra hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sandra a fiduciary?
Sandra is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sandra paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sandra 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.
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