Patrick Durden, financial advisor Waunakee WI

Patrick Durden

CRD Number: 2342040
Current Firm: Lpl Financial LLC

Patrick Durden (CRD# 2342040) is an Investment Advisor Representative working at Lpl Financial LLC in Waunakee, WI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Llc (formerly: Linsco/private Ledger Corp) Waunakee, WI Apr 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1993
S65 NASAA Investment Advisors Law Examination Apr 2013
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Patrick G. Durden
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • TX
  • VA
  • WI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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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Data verified by both the advisor and the public regulatory data.

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