Cetera Investment Advisers
34yrs
Top advisor by experience in Woodbine
29yrs
Raymond Robert Patsy
Financial advisor at LPL Financial
At a glance
Experience29 years (since 1998)
How that compares ?Top 19% by experience nationwide
OfficeWoodbine, MD
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
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.
Uniform Securities Agent State Law Examination
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- 2021 – 2025Grove Point Advisors, LLCPreviously
- 2001 – 2021Grove Point Investments, LLCPreviously
Questions to ask Raymond
Tailored to Raymond’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Raymond
How do I contact Raymond?
Call LPL Financial at 704-733-3300 and ask for Raymond Robert Patsy. Raymond works from the Woodbine, MD office.
How long has Raymond been a financial advisor?
Raymond has been in the industry since 1998, about 29 years. Top 19% by experience nationwide.
What licenses does Raymond hold?
Series 63. Tap any license on this page to see what it allows.
Is Raymond a fiduciary?
Raymond is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Raymond paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Raymond for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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