Ameriprise Financial Services
47yrs
Top advisor by experience in Virginia Beach
43yrs
Patrick Tedesco
Financial advisor at LPL Financial
Patrick Tedesco has worked in the financial industry for 43 years and is a fiduciary financial advisor based in Virginia Beach, Virginia. Patrick has been with LPL Financial since 2021; before that, Patrick spent 24 years at Waddell & Reed. Patrick holds the CFP® designation.
One of 560 advisors with offices in Virginia Beach, and one of 536 fiduciaries.
At a glance
Experience43 years (since 1984)
How that compares ?Top 2% by experience in Virginia
OfficeVirginia Beach, VA
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 1997 – 2021Waddell & ReedPreviously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call LPL Financial at (704) 733-3300 and ask for Patrick Tedesco. Patrick works from the Virginia Beach, VA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1984, about 43 years. Top 2% by experience in Virginia.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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