Patrick Latimer, financial advisor Cottonwood Heights UT

Patrick Latimer

CRD Number: 5496976
Current Firm: Lpl Financial LLC

Patrick Latimer (CRD# 5496976) is an Investment Advisor Representative working at Lpl Financial LLC in Cottonwood Heights, UT and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Cottonwood Heights, UT Jul 2019 - Current 1
Mml Investor Services Inc. Salt Lake City, UT Jan 2010 - Jul 2019 9
Massmutual Life Insurance Company Salt Lake City, UT Nov 2009 - Jul 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2009
S65 NASAA Investment Advisors Law Examination May 2020
Contact Info for Patrick S. Latimer
Phone Number: 704-733-3300
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
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, WY

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