Osaic Wealth
36yrs
Top advisor by experience in Cockeysville
22yrs
Patrick Joseph Dauer
Financial advisor at LPL Enterprise
Patrick Joseph Dauer has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Cockeysville, Maryland. After 17 years at Pruco Securities, Patrick joined LPL Enterprise in 2024, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 74 advisors with offices in Cockeysville, and one of 73 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 72% of advisors in Cockeysville
Office303 International Circle Suite 105, Cockeysville, MD 21030
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- 2007 – 2024Pruco Securities, Llc.Previously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- 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 Enterprise at 704-733-3300 and ask for Patrick Joseph Dauer. Patrick works from the Cockeysville, MD office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2004, about 22 years. More experience than 72% of advisors in Cockeysville.
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 Enterprise 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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