Patrick Rotondo
LPL Financial

100 Germantown Pike
Lafayette Hill, PA 19444
LPL Financial | Financial Advisor in Lafayette Hill ,PA

About LPL Financial

The Philadelphia Group is a wealth management firm that was founded on the principals of competence, independence, and client service that exceeds expectations.

We have the knowledge and the resources to continually provide innovative strategies for client?s ever changing needs.


General Information

Name of Broker/Dealer:   THE PHILADELPHIA GROUP
Name of Custodial Firm:   LPL
States Licensed in:   PA, NJ
Number of Years with Current Firm:   1
I work with the following types of clients:   Investment Clubs , Individual Investors , Businesses


Services

Investment Types:   Bonds , Options & Futures , Exchange Traded Funds (ETFs) , Stocks , Insurance , Annuities , Mutual Funds , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home , At your office , Via phone , Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Disability , Life , Long Term Care , Variable Annuity , Variable Life , Health

Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a commission only financial professional
Minimum Portfolio Size for New Managed Accounts:   $75,000
Compensation Methods:   Commissions , Based on Assets


Patrick Rotondo

Patrick Rotondo

Communities Served

NJ PA Dl

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM