Patricia Jane Ludgate

Employer firm

Sovereign Financial Group, Inc. CRD 294314

$1.08B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1991 → 10/2020
  Financial Planning Advisors, Inc.
  Wyomissing, PA
• 09/2009 → 10/2020
  Lpl Financial Llc
  Wyomissing, PA
• 10/2020 → Present
  Sovereign Financial Group, Inc.
  Wyomissing, PA

Previous Registrations

• 2013-10-14 → 2020-10-28
  Financial Planning Advisors Inc.
  Wyomissing, PA
• 2013-09-12 → 2014-09-29
  Lpl Financial Llc
  Wyomissing, PA

Other Businesses

12/10/2009 - NON-VARIABLE INSURANCE - INSURANCE AGENT - SALE OF INSURANCE PRODUCTS, SPECIFICALLY TERM LIFE, DISABILITY AND LTC. - INCLUDED IN SALARY - SEE COMMENTS - 1% OF TIME SPENT - WYOMISSING, PA

Exams

• S66 Uniform Combined State Law Examination
  2013-09-06
• S63 Uniform Securities Agent State Law Examination
  2004-01-30

Designations

• Certified Financial Planner

Other Names

• Patricia Jane Salvatore
• Patricia Salvatore Ludgate
• Tricia Js Ludgate
• Trish Salvatore
• Patricia Js Ludgate