Patricia Weinshank is a registered investment advisor at LPL Financial LLC, based in Woodbury, NY, with 33 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
Woodbury, NY
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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.
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Patricia operates under the DBA Bridge Financial Services for her LPL business since 2016. This investment-related activity takes a few hours per week, with slightly more time spent during securities trading.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Signature Securities Group CORP.
Signature SecuritiesBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Greenpoint Securities LLCBroker
Essex National Securities, INC.Broker
Fis Securities, INC.Broker
Fleet Enterprises, INC.Broker
Uslife Equity Sales CORP.Broker
State Registrations5 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.