LPL Financial
43yrs
Top advisor by experience in Fort Mill
9yrs
Patrick ODonnell
Financial advisor at LPL Financial
Patrick ODonnell is a fiduciary financial advisor in Fort Mill, South Carolina, with 9 years in the industry. After a year at Merrill, Patrick joined LPL Financial in 2022, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 568 advisors with offices in Fort Mill, and one of 549 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1055 LPL Way, Fort Mill, SC 29715
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowLPL Financial LLCCurrent firm
- 2019 – 2021LPL Financial LLCPreviously
- Nov 2017 – Apr 2019MerrillPreviously
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 ODonnell. Patrick works from the Fort Mill, SC office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2017, about 9 years. 9 years in the industry.
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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