Elkridge, MD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,716 advisors across 10,432 offices
Location
Elkridge MD
Advisors at this office
3
Advisors at this office
Patrick P
Series 63, Series 65
Elkridge, MD
LPL Financial
Patrick Perry is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 65 registrations and has worked previously at Cambridge Investment Research Advisors, Inc. and Centaurus Financial Inc. Outside of advising, Perry is active as a drummer with the musical group Goodbye July and serves as COO of a logistics and consulting firm, CGMA Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and diverse investment strategies.
Lee D
Series 63, Series 65
Elkridge, MD
LPL Financial
Lee Demma is a financial advisor at LPL Financial with 16 years of industry experience. His prior roles include positions at M&T Securities, MetLife Securities, and Massachusetts Mutual Life Insurance Company. He holds Series 63 and Series 65 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutional clients, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.
Charles M
Series 63, Series 65
Elkridge, MD
LPL Financial
Charles Menk III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Tensley Consulting, and The MITRE Corporation. He is also president and CEO of The CGMA Group LLC, an independent business he has led since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios, third-party research, and various management strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")