Patrick Tedesco (CRD# 1239269) is an Investment Advisor Representative working at Lpl Financial LLC in Virginia Beach, VA and has over 40 years of experience in the finance industry. Patrick Tedesco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Virginia Beach, VA | Jul 2021 - Current | 2 |
| Dnp&p Group, LLC | Virginia Beach, VA | Aug 2019 - Jul 2021 | 1 |
| Mutual Of Omaha | Virginia Beach, VA | Jan 2004 - Jul 2021 | 17 |
| Patrick Tedesco | Virginia Beach, VA | Nov 2001 - Jul 2021 | 19 |
| Rose Tedesco Trust | Jersey City, NJ | Jun 2000 - Jul 2021 | 21 |
| Golden Rule | Virginia Beach, VA | Oct 1999 - Jul 2021 | 21 |
| Anthem | Virginia Beach, VA | Feb 1997 - Jul 2021 | 24 |
| Senior Health Ins Co Of Pa | Carmel, IN | Jan 1985 - Jul 2021 | 36 |
| Waddell & Reed, Inc. | Virginia Beach, VA | Feb 1984 - Jul 2021 | 37 |
| Various Insurance Carriers | Virginia Beach, VA | Feb 1984 - Jul 2021 | 37 |
| United Investors Life Insurance Company | Virginia Beach, VA | Feb 1984 - Jul 2021 | 37 |
| Humana | Green Bay, WI | Jan 2004 - Dec 2016 | 12 |
| Penn Treaty Ins Co | Allentown, PA | Jul 1993 - Oct 2016 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1984 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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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
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