Buckley Wealth
47yrs
Top advisor by experience in Nevada
40yrs
Patrick Lee has worked in the financial industry for 40 years and is a fiduciary financial advisor based in Las Vegas, Nevada. After two years at Sequoia Wealth Advisors & Investment Management and less than a year at Lasalle St. Investment Advisors, Patrick joined LPL Financial in 2018, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1277 advisors with offices in Las Vegas, and one of 1218 fiduciaries.
At a glance
Experience40 years (since 1987)
How that compares ?Top 4% by experience in Las Vegas
OfficeLas Vegas, NV
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – 2022Sequoia Wealth Advisors & Investment Management, Inc.Previously
- 2018 – nowLPL Financial LLCCurrent firm
- 2014 – 2018LPL Financial LLCPreviously
- Feb 2014 – Apr 2014Lasalle St. Investment Advisors, L.L.C.Previously
- Oct 2012 – Jan 2014Securities America Advisors, Inc.Previously
- Apr 2011 – Dec 2011Torrey Pines Securities, Inc.Previously
- 2009 – 2011Girard Securities, Inc.Previously
- 2005 – 2009
Earlier career (1 more)
- 2002 – 2005Cambridge Investment Research, Inc.Previously
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 Lee. Patrick works from the Las Vegas, NV office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1987, about 40 years. Top 4% by experience in Las Vegas.
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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