Patrick Durden
Patrick Durden is a registered investment advisor at LPL Financial LLC, based in Waunakee, WI, with 32 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
1005 Quinn Dr Ste 151, Waunakee, WI, 53597
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2023Customer Dispute
August 2007Other Business Activities
Patrick is associated with 1st Wisconsin Wealth Management, LLC, which is a DBA for his LPL business. He spends minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
State Registrations21 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.