Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Cloutier is an investment advisor with LPL Financial LLC in McKinney, TX. Patrick has been working in the financial services industry since 1989. Patrick is licensed in several states, including Texas, Arizona, California, Colorado, Connecticut, Florida, Illinois, Louisiana, Minnesota, Missouri, Montana, New Mexico, North Carolina, Oklahoma, Oregon, Tennessee and Utah. Patrick is also a registered investment advisor with Lincoln Financial Advisors Corporation and Woodbury Financial Services, Inc. Patrick’s practice specializes in financial planning, portfolio management for individuals and businesses, and consulting services.
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
01/13/2020 - Present
LPL Financial LLC (MCKINNEY TX)
TX
12/10/2015 - 01/17/2020
WOODBURY FINANCIAL SERVICES, INC. (MCKINNEY TX)
TX
02/01/2005 - 12/11/2015
LINCOLN FINANCIAL SECURITIES CORPORATION (MCKINNEY TX)
TX
01/02/2008 - 09/19/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (MCKINNEY TX)
IN
08/03/2000 - 02/09/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/03/2000 - 02/09/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
10/01/1997 - 08/02/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
11/20/1989 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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