Margaret
Paddock
Lpl Financial LLC
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About this Advisor
Margaret Paddock is a financial advisor based in Scottsdale, Arizona, working with Lpl Financial LLC. Margaret has previously held positions at Us Bank, U.S. Bancorp Investments, Inc, Wells Fargo Advisors, Wells Fargo Bank, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Desert Financial Credit Union, Raymond James Financial Services Advisors, Inc, Desert Financial Wealth Management, Paddock Development LLC, Lpl Financial, Old National Bank, and Paddock Development, LLC. Margaret has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Margaret is part of Lpl Financial LLC, which operates out of Scottsdale, Arizona. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Margaret Paddock Work History
Lpl Financial
Old National Bank
Raymond James Financial Services, Inc
Desert Financial Credit Union
Raymond James Financial Services Advisors, Inc
Desert Financial Wealth Management
Paddock Development LLC
Paddock Development, LLC
U.S. Bancorp Investments, Inc
Wells Fargo Advisors
Wells Fargo Bank
Wells Fargo Clearing Services, LLC
Us Bank
Disclosures
Please visit the SEC profile of Margaret Paddock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Peoria, AZ
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Altamonte Springs, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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