Patricia Dailey
Investment adviser representative at LPL Financial LLC
22 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- LPL Financial LLCSep 2022 to now
- Patti DaileyJul 2000 to now
- Ameritas Advisory Services, LLCApr 2022 to Sep 2022
- Ameritas Investment Company, LLCApr 2022 to Sep 2022
- Primerica Financial ServicesSep 2021 to Apr 2022
- Brookstone Capital ManagementAug 2021 to Sep 2021
- Primerica Financial ServicesNov 2019 to Aug 2021
- Horace Mann CompaniesAug 2018 to Nov 2019
- Horace Mann Investors, Inc.Aug 2018 to Nov 2019
- Palmer Klaas Financial Group Regulus AdvisorsNov 2017 to Aug 2018
- JP Morgan ChaseMay 2017 to Nov 2017
- JP Morgan Securities LLCMay 2017 to Nov 2017
- Cardinal StaffingFeb 2017 to Feb 2017
- Mercy HealthApr 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (IL, SC).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2934514
- Firm CRD
- 6413