Cantor Fitzgerald Investment Advisors
47yrs
Top advisor by experience in Lynchburg
1yr
Patrick McCray
Financial advisor at LPL Financial
Based in Lynchburg, Virginia, Patrick McCray is a fiduciary financial advisor with 1 year of industry experience. Patrick has been with LPL Financial since 2025. 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 156 advisors with offices in Lynchburg, and one of 147 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office107 Tradewynd Dr Suite B, Lynchburg, VA 24502
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
- Aug 2025 – nowLPL Financial LLCCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Patrick’s local office at (434) 455-3288 or the LPL Financial main office at (704) 733-3300, and ask for Patrick McCray.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2025, about 1 years. 1 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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