Patrick J. Herrington, CFP®, CEP®
Assistant Vice President, Private Client Consulting East Division
Patrick began his financial services career upon joining LPL Financial in 2007. He has built a multidisciplinary background encompassing the holistic wealth management needs of affluent clients and the specialized needs of institutions such as foundations, endowments and corporations. As a Private Client Consultant, Patrick works with Financial Advisors to help them compete for, win and retain business with high-net-worth clients and institutions. He provides guidance to advisors in the areas of complex investing, advanced planning and estate/trust situations. Patrick also has worked on building out the Private Client team’s capabilities by working to enhance the team's tools, resources and strategic relationships.
Prior to joining the LPL Private Client team, Patrick held multiple positions at LPL Financial including advisory platform management, advisory sales and service. During his time in these roles he developed a deep understanding of the independent advisor business, analysis of advisors business structure, portfolio analysis and due diligence.
Education and Licensing
Patrick earned his Bachelor of Science in both finance and accounting, with a minor in economics from California Polytechnic State University in San Luis Obispo, CA. He is a Certified Financial Planner™ (CFP®) practitioner and also holds the FINRA Series 7 and 66 licenses, the Certified Estate Planner (CEP®) designation and has his California real-estate broker license.
In his free time, Patrick enjoys water sports, snow sports, the great outdoors, and spending time with his wife Sarah, who also works at LPL, and their two boys, Jonathan and Joseph in San Diego, CA.