Patrick
Tedesco
Lpl Financial LLC
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About this Advisor
Patrick Tedesco is a financial advisor based in Virginia Beach, Virginia, working with Lpl Financial LLC. Patrick has previously held positions at Anthem, Waddell & Reed, Inc, Various Insurance Carriers, Golden Rule, United Investors Life Insurance Company, Mutual Of Omaha, Penn Treaty Ins Co, Humana, Senior Health Ins Co Of Pa, Rose Tedesco Trust, Patrick Tedesco, Dnp&P Group, LLC, and Lpl Financial LLC. Patrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas, Virginia, and West Virginia. Currently, Patrick is part of Lpl Financial LLC, which operates out of Virginia Beach, Virginia. 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
Patrick Tedesco Work History
Lpl Financial LLC
Dnp&P Group, LLC
Mutual Of Omaha
Humana
Patrick Tedesco
Rose Tedesco Trust
Golden Rule
Anthem
Penn Treaty Ins Co
Senior Health Ins Co Of Pa
Waddell & Reed, Inc
Various Insurance Carriers
United Investors Life Insurance Company
Disclosures
Please visit the SEC profile of Patrick Tedesco 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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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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