Patrick Lampe is a registered investment advisor at Wells Fargo Advisors, based in The Villages, FL, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
The Villages, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick has ownership stakes in Jones and Wilson Financial LLC and Lampe Family Holdings, LLC, dedicating a significant amount of time to Jones and Wilson Financial LLC. He also serves as trustee for the Jones and Wilson Financial LLC 401k, spending minimal time on this role.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Natixis Distributors, L.P.Broker
Wm Funds Distributor, INC.Broker
Alliancebernstein Investment Research and Management, INC.Broker
Nylife Securities INC.Broker
Endeavor GroupBroker
Northwestern Mutual Investment Services, INC.Broker
State Registrations28 states
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