Silicon Private Wealth
40yrs
Top advisor by experience in Fremont
15yrs
Patrick Phillips has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Fremont, California. Patrick has been with LPL Financial since 2025; before that, Patrick spent eight years at Merrill Lynch, Pierce, Fenner & Smith and a year at Wells Fargo Advisors. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 139 advisors with offices in Fremont, and one of 128 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 57% of advisors in Fremont
Office39150 Fremont Blvd Floor 4, Fremont, CA 94538
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2025 – nowLPL Financial LLCCurrent firm
- 2017 – 2025
- Jul 2014 – Jan 2016Wells Fargo Clearing Services, LLCPreviously
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 Financial at 704-733-3300 and ask for Patrick Phillips. Patrick works from the Fremont, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2011, about 15 years. More experience than 57% of advisors in Fremont.
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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