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Patrick Stanton

LPl Financial LLC

Fort Mill, SC

Boiling Springs, SC

CRD 8101088

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-07-01
NC RA APPROVED 2025-06-30
SC RA APPROVED 2025-06-30
  • GA RA
    APPROVED
    Since 2025-07-01
  • NC RA
    APPROVED
    Since 2025-06-30
  • SC RA
    APPROVED
    Since 2025-06-30

Branch Locations

110 Clebourne St, Suite 101, Fort Mill, SC 29715 • United States

Boiling Springs, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Boiling Sprints SC 05/2025 Present
Wofford College Spartanburg SC 08/2019 Present
Louisiana Tech University Ruston LA 05/2015 07/2019
  • 05/2025 → Present
    Lpl Financial Llc
    Boiling Sprints, SC
  • 08/2019 → Present
    Wofford College
    Spartanburg, SC
  • 05/2015 → 07/2019
    Louisiana Tech University
    Ruston, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-29
  • S65 Uniform Investment Adviser Law Examination
    2025-03-29

View on SEC IAPD

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