Lombard Advisers
47yrs
Top advisor by experience in Baltimore
8yrs
Patrick McCabe
Financial advisor at LPL Financial
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeBaltimore, MD
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.
Uniform Combined State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
- 2021 – 2024Osaic Fa, Inc.Previously
- Jul 2018 – Feb 2020Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
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
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 McCabe. Patrick works from the Baltimore, MD office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2018, about 8 years. 8 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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