Patsy Stullenbarger
Patsy Stullenbarger is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cumberland, MD, with 38 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
29 N Liberty St, Cumberland, MD, 21502
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2001Other Business Activities
Patsy operates Boggs & Company Wealth Management as a DBA for her LPL business since 2021 and owns AP Properties, LLC, a real estate rental business, since 2011. Patsy has also been a notary since 1990.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
First Union Capital Markets CORP.Broker
Butcher & Singer INC.Broker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.