Patricia Borinski
Patricia Borinski is a registered investment advisor at LPL Financial LLC, based in Crestview, FL, with 29 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
250 Aplin Rd., Crestview, FL, 32539
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business Activities
Patricia operates under the DBA Premier Wealth Management and is associated with Premier Wealth Management Partners, LLC. She also has an inherited interest in an oil well and is a notary in the State of Florida, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Robert Thomas Securities, INCBroker
Ameristar Capital Markets, INC.Broker
State Registrations41 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.