Patricia Mione, financial advisor Bellaire TX
93 score

Patricia Mione

CRD Number: 3070527
Current Firm: Lpl Financial LLC

Patricia Mione (CRD# 3070527) is an Investment Advisor Representative working at Lpl Financial LLC in Bellaire, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Bellaire, TX Aug 2014 - Current 2
Lone Star Health Plan Bellaire, TX Jun 2006 - Current 10
The Apical Meristem Co Bellaire, TX Jun 1997 - Current 19
Ing Financial Partners, Inc. Bellaire, TX Jan 2004 - Aug 2014 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
S63 Uniform Securities State Law Examination Aug 1998
Contact Info for Patricia L. Mione
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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