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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Todd Mead is a financial advisor with LPL Financial LLC. Patrick has been in the industry since 1989, and has experience with a variety of financial services, including investment advisory, brokerage, and insurance. Patrick holds a number of licenses and certifications, including the Series 6, 7, 24, 52, 53, 63, and 65. Patrick is also a Certified Financial Planner. Prior to joining LPL Financial, Patrick worked with First Allied Securities, Inc., New England Securities, and AXA Advisors, LLC. Patrick's clients include individuals, high net worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Patrick provides a variety of financial planning services, including retirement planning, investment management, and estate planning.
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
CA
08/04/2020 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
10/24/2013 - 07/02/2018
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
11/10/2009 - 11/02/2012
NEW ENGLAND SECURITIES (WOODLAND HILLS CA)
CA
06/14/1989 - 11/19/2009
AXA ADVISORS, LLC (SAN DIEGO CA)
NY
06/14/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 02/25/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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