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Advisors / South Carolina / Boiling Springs
2yrs

Patrick Stanton

Financial advisor at LPL Financial

Patrick Stanton is a fiduciary financial advisor in Boiling Springs, South Carolina, with 2 years in the industry. Patrick joined LPL Financial in 2025, 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 9 advisors with offices in Boiling Springs, and one of 9 fiduciaries.

Boiling Springs, SCFiduciary advisor
Call LPL FinancialDirections

At a glance

Experience2 years (since 2025)
How that compares ?2 years in the industry
OfficeBoiling Springs, SC
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.

Series 65Uniform Investment Adviser Law Examination

Career

  1. Jun 2025 – now
    LPL Financial LLCCurrent firm

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Patrick

How do I contact Patrick?

Call LPL Financial at (704) 733-3300 and ask for Patrick Stanton. Patrick works from the Boiling Springs, SC office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2025, about 2 years. 2 years in the industry.

What licenses does Patrick hold?

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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