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Michael Patton

Advisor at LPL Financial

Updated today

Location

Clarion, PA 16214

Credentials

Series 63, Series 65

Industry experience

19 years

About

Michael Patton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at Cetera Financial Specialists LLC and Pat Merwin Realty. He is also involved in real estate through Pat Merwin Realty. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

51 N. 4 Th Avenue

Clarion, PA 16214

Most active in

Pennsylvania

Work history

LPL Financial

2025 - Present (1 year)

Patton Insurance Services

2024 - 2025 (1 year)

Pat Merwin Realty

2018 - Present (8 years)

Cetera Financial Specialists LLC

2012 - 2025 (13 years)

Cetera

2012 - 2025 (13 years)

Patton Professional Group LLC

2012 - 2024 (12 years)

Michael A. Patton

2010 - 2025 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Clarion, PA

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Matthew L

Series 63, Series 66

Clarion, PA

Janney Montgomery Scott

Matthew Lerch is a financial advisor with Janney Montgomery Scott in Clarion, PA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Lerch serves on several local boards, including the Clarion Rotary Board, the Clarion County Economic Development Corporation, and the Clarion Blueprint Community. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm supports over 1,200 advisors and offers a wide range of services, including portfolio management, financial planning, retirement plan consulting, and traditional brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.

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Casey O

Series 66

Clarion, PA

Janney Montgomery Scott

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Clarion, PA

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Series 66

Clarion, PA

Janney Montgomery Scott

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ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner
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