Patrick Gates (CRD# 7786045) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has 1 year of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Touchstone Securities | Cincinnati, OH | Jun 2023 - Current | < 1 |
| Unemployed | Cincinnati, OH | Dec 2022 - Jun 2023 | < 1 |
| Honey Baked Ham | Kenwood, OH | Dec 2022 - Dec 2022 | < 1 |
| Full Time Education | Not Provided, OH | Aug 2019 - Dec 2022 | 3 |
| 9258 Wealth Management | Blue Ash, OH | Jun 2022 - Aug 2022 | < 1 |
| Standard Bariatrics | Blue Ash, OH | Jun 2021 - Sep 2021 | < 1 |
| In-return | Blue Ash, OH | May 2019 - Aug 2019 | < 1 |
| Miami Markets | Milford, OH | Mar 2017 - Jun 2019 | 2 |
| Unemployed | Cincinnati, OH | May 2012 - Mar 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- OH
-
Total Assets Under Management26,739MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$685,613,580
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
OH
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.