Patsy Stullenbarger (CRD# 1412216) is an Investment Advisor Representative working at Lpl Financial LLC in Cumberland, MD and has over 36 years of experience in the finance industry. Patsy Stullenbarger 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# 6374351
Edward Jones
CRD# 5674335
Lpl Financial LLC
CRD# 6074790
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Cumberland, MD | Jun 2021 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Cumberland, MD | Nov 2016 - Jun 2021 | 4 |
| Wells Fargo Advisors LLC | Cumberland, MD | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1987 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1994 |
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.
Get Details on the FINRA Advisor Check site- MD
- TX
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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
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- Portfolio management for individuals and/or small businesses
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