Patricia
Dailey
Lpl Financial LLC
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About this Advisor
Patricia Dailey is a financial advisor based in Yorkville, Illinois, working with Lpl Financial LLC. Patricia has previously held positions at Scottrade, Inc, Cardinal Staffing, Jp Morgan Chase, Patti Dailey, Jp Morgan Securities LLC, Bates Securities Inc, Bates Financial Group Inc, Primerica Financial Services, Brookstone Capital Management, Ameritas Investment Company, LLC, Lpl Financial LLC, Bates Financial Advisor, Inc, Mercy Health, Palmer Klaas Financial Group Regulus Advisors, Horace Mann Companies, Horace Mann Investors, Inc, and Ameritas Advisory Services, LLC. Patricia has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Illinois and South Carolina. Currently, Patricia is part of Lpl Financial LLC, which operates out of Yorkville, Illinois. 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
Patricia Dailey Work History
Lpl Financial LLC
Patti Dailey
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Brookstone Capital Management
Primerica Financial Services
Primerica Financial Services
Horace Mann Companies
Horace Mann Investors, Inc
Cardinal Staffing
Jp Morgan Chase
Jp Morgan Securities LLC
Palmer Klaas Financial Group Regulus Advisors
Bates Securities Inc
Bates Financial Group Inc
Bates Financial Advisor, Inc
Mercy Health
Scottrade, Inc
Disclosures
Please visit the SEC profile of Patricia Dailey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
South Burlington, VT
Jefferson City, MO
Scottsdale, AZ
Troy, MI
Brevard, NC
Omaha, NE
Alexandria, LA
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