Patrick Droke (CRD# 6086951) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Chattanooga, TN and has over 11 years of experience in the finance industry.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 1155854
Stifel, Nicolaus & Company, Incorporated
CRD# 5122989
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cadaret Grant & Company, Inc. | Chattanooga, TN | Oct 2021 - Current | 2 |
| Regions Bank | Hixson, TN | Mar 2017 - Oct 2021 | 4 |
| Cetera Investment Advisers LLC | Hixson, TN | Mar 2017 - Oct 2021 | 4 |
| Cetera Investment Services LLC | St Cloud, MN | Mar 2017 - Oct 2021 | 4 |
| Trm Insurance | Chattanooga, TN | Feb 2016 - Feb 2017 | 1 |
| Ftb Advisors, Inc. | Cleveland, TN | Dec 2014 - Feb 2016 | 1 |
| Thompson Risk Management | Chattanooga, TN | Nov 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2013 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
- GA
- TN
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Total Assets Under Management6,873MILLIONS
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Total Number of Accounts25,405ACCOUNTS
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Average Account Value$270,550
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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