Patricia
Wilder
Lpl Financial LLC
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About this Advisor
Patricia Wilder is a financial advisor based in Austin, Texas with a total of 2 years of industry experience. Wilder is on the advisory team at Lpl Financial LLC. During their career, Wilder has held roles at Edward Jones, Heb and Lpl Financial LLC. Wilder has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Lpl Financial LLC is a company based out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in assets under management among its 1,688,501 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% belong to high-net-worth investors who have more than $1 million in investable assets. The company has a number of services, such as 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. Fees for financial advice usually depend on which services are offered. Fee types charged by Lpl Financial LLC most likely include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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 Wilder Work History
Patricia has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Edward Jones
Heb
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patricia Wilder 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
Fort Mill, SC
Hinsdale, IL
Hinsdale, IL
Croydon, NH
Salt Lake City, UT
Fort Mill, SC
Bedford, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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