Savannah Patrick (CRD# 7648624) is an Investment Advisor Representative working at Lpl Financial LLC in Opelika, AL and has 1 year of experience in the finance industry.
CRD# 2369218
Greatmark Investment Partners, Inc.
CRD# 4443823
Aja Financial LLC
CRD# 2217267
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Opelika, AL | Jan 2023 - Current | 1 |
| Montgomery Cardiovascular Associates | Montgomery, AL | Jun 2021 - Oct 2022 | 1 |
| Pensacola Christian Academy | Pensacola, FL | Aug 2014 - Jun 2021 | 6 |
| Youth Outreach Ministries | Pensacola, FL | Jun 2020 - Aug 2020 | < 1 |
| Abeka Book | Pensacola, FL | Jun 2020 - Aug 2020 | < 1 |
| Abeka Book | Pensacola, FL | Jun 2019 - Aug 2019 | < 1 |
| Abeka Book | Pensacola, FL | Jun 2016 - Aug 2016 | < 1 |
| Pensacola Christian College | Pensacola, FL | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- AL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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