Patricia
Ludgate
Sovereign Financial Group, Inc
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About this Advisor
Patricia Ludgate is a financial advisor based in Reading, Pennsylvania, working with Sovereign Financial Group, Inc. Patricia has previously held positions at Sovereign Financial Group, Inc, Lpl Financial LLC, and Financial Planning Advisors, Inc. Patricia has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Patricia is part of Sovereign Financial Group, Inc, which operates out of Reading, Pennsylvania. The firm has 18 offices and 24 employees. The firm manages assets totaling $716.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sovereign Financial Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sovereign Financial Group, Inc Brokerage Details
$716,898,042
24
2,998
$239,125
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Patricia Ludgate Work History
Sovereign Financial Group, Inc
Lpl Financial LLC
Financial Planning Advisors, Inc
Disclosures
Please visit the SEC profile of Patricia Ludgate 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 Sovereign Financial Group, Inc
Stuart, VA
Colorado Springs, CO
Hudson, NY
Yardley, PA
Northville, MI
Mayflower Mountain, UT
Smithtown, NY
Stamford, CT
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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