Patrick Tedesco
Patrick Tedesco is a CFP-designated registered investment advisor at LPL Financial LLC, based in Virginia Beach, VA, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Virginia Beach, VA
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Regulatory History (2)
Customer Dispute
August 2013Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Patrick operates Coastal Virginia Wealth Group and COVA Wealth Group as DBAs for his LPL business. He also manages a business entity for tax/investment purposes, acts as a trustee for multiple trusts, and owns Treestar, LLC for real estate rental, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations31 states
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