Stanley Patrick, financial advisor Valdosta GA
88 score

Stanley Patrick

CRD Number: 6087163
Current Firm: Lpl Financial LLC

Stanley Patrick (CRD# 6087163) is an Investment Advisor Representative working at Lpl Financial LLC in Valdosta, GA and has over 2 years of experience in the finance industry.

Similar Advisors
Steven Boatner, financial advisor Valdosta GA
Steven P. Boatner
CRD# 4421839
Cetera Investment Advisers LLC
Score
96
Similar Advisors
Nathan Brown, financial advisor Valdosta GA
Nathan B. Brown
CRD# 4408428
Edward Jones
Score
96
Similar Advisors
Daniel Kerrigan, financial advisor Valdosta GA
Daniel R. Kerrigan
CRD# 4362309
Cetera Investment Advisers LLC
Score
96
Company Name Location Dates Years
Lpl Financial LLC Valdosta, GA Aug 2014 - Current 2
Bush Wealth Management Valdosta, GA May 2013 - Current 3
Bush Wealth Management Valdosta, GA May 2012 - May 2013 1
Valdosta State University Valdosta, GA Aug 2009 - May 2013 3
Valdosta State University Valdosta, GA Aug 2009 - May 2013 3
Mongo's Grill Valdosta, GA Jan 2011 - Apr 2012 1
Lee County High School Leesburg, GA Aug 2004 - May 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Stanley K. Patrick
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • GA
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.