Patricia Fanning
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Shubuta, MS 39360
Credentials
Series 63, Series 65
Industry experience
25 years
About
Patricia Fanning is a financial advisor with LPL Financial in Jackson, MS, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with BankPlus Wealth Management Group since 2007 and serves as a Notary Public for Mississippi. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a variety of delivery options and investment strategies supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products and services.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
Bankplus, 143 S High St
Shubuta, MS 39360
Most active in
Patricia F has reported serving >5 clients in these states in the last 12 months.
Mississippi
Work history
BankPlus Wealth Management Group
2007 - Present (19 years)
LPL Financial
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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