Patricia Wilder is a registered investment advisor, based in Belton, TX, with 12 years of industry experience. Patricia is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Belton, TX
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Regulatory History (1)
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Customer Dispute
January 2019Denied
Other Business Activities
Patricia operates her LPL business under the DBA Flashpoint Financial Services. This activity is investment-related.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
October 2025 - Present · 1 yr
Cwm, LLC
October 2025 - Present · 1 yr
Previous Registrations
LPL Financial LLCBroker
May 2021 - October 2025 · 4 yrs 5 mos
LPL Financial LLC
May 2021 - October 2025 · 4 yrs 5 mos
Edward Jones
June 2014 - April 2021 · 6 yrs 10 mos
Edward JonesBroker
May 2014 - April 2021 · 6 yrs 11 mos
State Registrations8 states
AZCOMONMNYTXVAWY
AdvisorBrokerBoth
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
No exam information available for this advisor.
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