LPL Financial
47yrs
Top advisor by experience in San Diego
11yrs
Patrick Barry is a fiduciary financial advisor in San Diego, California, with 11 years in the industry. After seven years at Cambridge Investment Research Advisors and four years at Waddell & Reed, Patrick joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office4707 Executive Dr, San Diego, CA 92121
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
- Aug 2026 – nowLPL Financial LLCCurrent firm
- 2019 – 2026
- 2015 – 2019Waddell & ReedPreviously
Contact Patrick
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Patrick. 4707 Executive DrSan Diego, CA 92121Office · Get directions Facebook pageLPL Financial
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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 Barry. Patrick works from the San Diego, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2015, about 11 years. 11 years in the industry.
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.
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