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Savannah Lee Patrick

LPl Financial LLC

Deatsville, AL

Opelika, AL

CRD 7648624

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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
TX RA APPROVED_RES 2026-03-16
AL RA APPROVED 2023-05-02
  • TX RA
    APPROVED_RES
    Since 2026-03-16
  • AL RA
    APPROVED
    Since 2023-05-02

Branch Locations

Deatsville, AL • United States

Opelika, AL • 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
Montgomery Cardiovascular Associates Montgomery AL 06/2021 05/2023
Pensacola Christian Academy Pensacola FL 08/2014 06/2021
Youth Outreach Ministries Pensacola FL 06/2020 08/2020
Abeka Book Pensacola FL 06/2020 08/2020
Abeka Book Pensacola FL 06/2019 08/2019
Lpl Financial Llc Opelika AL 01/2023 Present
  • 06/2021 → 05/2023
    Montgomery Cardiovascular Associates
    Montgomery, AL
  • 08/2014 → 06/2021
    Pensacola Christian Academy
    Pensacola, FL
  • 06/2020 → 08/2020
    Youth Outreach Ministries
    Pensacola, FL
  • 06/2020 → 08/2020
    Abeka Book
    Pensacola, FL
  • 06/2019 → 08/2019
    Abeka Book
    Pensacola, FL
  • 01/2023 → Present
    Lpl Financial Llc
    Opelika, AL
Other Businesses

1) 11/2022 - Pouncy Financial, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-01
  • S66 Uniform Combined State Law Examination
    2023-05-01
Other Names
  • Savannah Lee Eller

View on SEC IAPD

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