LPL Financial
47yrs
Top advisor by experience in Cumberland
39yrs
Patsy Stullenbarger has worked in the financial industry for 39 years and is a fiduciary financial advisor based in Cumberland, Maryland. Patsy has been with LPL Financial since 2021; before that, Patsy spent 30 years at Wells Fargo Advisors. Patsy holds the CFP® designation.
One of 33 advisors with offices in Cumberland, and one of 31 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 4% by experience in Maryland
Office29 N Liberty St, Cumberland, MD 21502
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 ?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.
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 1991 – 2021Wells Fargo Clearing Services, LLCPreviously
Contact Patsy
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Patsy. 29 N Liberty StCumberland, MD 21502Office · Get directions Facebook pageLPL Financial
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Questions to ask Patsy
Tailored to Patsy’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 Patsy
How do I contact Patsy?
Call LPL Financial at (704) 733-3300 and ask for Patsy Stullenbarger. Patsy works from the Cumberland, MD office.
How long has Patsy been a financial advisor?
Patsy has been in the industry since 1987, about 39 years. Top 4% by experience in Maryland.
What licenses does Patsy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patsy a fiduciary?
Patsy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patsy paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patsy 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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