Patrick Joseph Crean

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1994 → 11/2024
  Paul Revere Insurance Company
  Independence, OH
• 10/1999 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 05/2017 → 11/2024
  Yrc Trucking Company
  Overland Prk., KS
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Cleveland, OH

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Cleveland, OH
  Rockville, MD
• 2003-07-31 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Richfield, OH
  Cleveland, OH

Other Businesses

1- 05/2025 - Crean and associates - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/01/2025 - 160 hours per month/ 40 hours during trading 2- 05/2025 - Crean and associates - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 12/14/1990 - 80 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-06-03

Other Names

• Pat Crean
• Patrick Joseph Crean