John Patrick Doyle

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

• 09/1994 → Present
  Lpl Financial Llc
  Gahanna, OH

Other Businesses

(1) 02/22/1999 - NATIONAL UNITED BROKERS - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION - Patrick Doyle; only doing health; work directly with the carrier and works with an agency to get quotes; National United Brokers; yes, paid at the carrier level; not splitting commissions - OBA START 2/22/1999 - 1% TIME SPENT. (2) 06/20/2006 - DOYLE FINANCIAL, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION. (3) 02/06/2018 - All Seasons Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/01/2018- 0 Hours Per Month/0 During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-02
• S63 Uniform Securities Agent State Law Examination
  1985-03-01

Other Names

• Pat Doyle