Patrice Lancelot
Patrice Lancelot is a ChFC-designated registered investment advisor at Silver Oak Securities, INC., based in Webster, NY, with 35 years of industry experience. Patrice is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.
Fee Estimator
Location
1630 Empire Blvd., Suite 100, Webster, NY, 14580
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrice sells life insurance, annuities, and long-term care through various companies under the DBA Preferred Financial Advisors, LLC, dedicating a few hours per week. She is also the owner of Preferred Financial Advisors, LLC and an IAR at Bright Futures Wealth Management LLC, spending about a quarter of her time managing client accounts.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Bright Futures Wealth Management, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Ensemble Financial Services, INC.
Ensemble Financial Services, INC.Broker
Preferred Holding CorporartionBroker
Royal Alliance Associates, INC.Broker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
1717 Capital Management CompanyBroker
State Registrations6 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.
Exams
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