Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Dillon is a financial advisor with LPL Financial LLC. Patrick has been working in the financial industry since 1990. Patrick has been registered with LPL Financial LLC since 2009 and has previously worked with Securities America, Inc., CUE Financial Group, Inc., and Waddell & Reed, Inc.. Patrick is licensed in 10 states, including California, Colorado, Hawaii, Illinois, Michigan, Montana, New Mexico, Texas, Vermont. Patrick is also registered as an investment advisor in Texas. Patrick's specialties include financial planning, portfolio management, pension consulting, educational seminars, selection of other advisors, and consulting. Patrick's clients include individuals, high-net-worth individuals, corporations, businesses, pension and profit sharing plans, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
07/13/2023 - Present
LPL Financial LLC (Austin TX)
TX
10/11/2017 - 07/13/2023
SECURITIES AMERICA, INC. (AUSTIN TX)
TX
01/20/2009 - 10/11/2017
LPL FINANCIAL LLC (AUSTIN TX)
TX
02/01/2006 - 01/21/2009
CUE FINANCIAL GROUP, INC. (AUSTIN TX)
TX
02/17/2005 - 02/02/2006
CUNA BROKERAGE SERVICES, INC. (AUSTIN TX)
KS
07/19/1990 - 02/07/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 11/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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