PNC Wealth Management
35yrs
Top advisor by experience in Clarendon Hills
22yrs
Based in Clarendon Hills, Illinois, Patrick Morrison is a fiduciary financial advisor with 22 years of industry experience. Patrick has been with LPL Financial since 2009; before that, Patrick spent a year at Wells Fargo Advisors and three years at A. G. Edwards & Sons. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 13 advisors with offices in Clarendon Hills, and one of 12 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors nationwide
OfficeClarendon Hills, IL
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 ?2 states
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.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowLPL Financial LLCCurrent firm
- Jan 2008 – Mar 2009Wells Fargo Clearing Services, LLCPreviously
- 2004 – 2008A. G. Edwards & Sons, Inc.Previously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- 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 Patrick
How do I contact Patrick?
Call LPL Financial at 704-733-3300 and ask for Patrick Morrison. Patrick works from the Clarendon Hills, IL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2004, about 22 years. More experience than 66% of advisors nationwide.
What licenses does Patrick hold?
Series 66. 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.
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