Patrick Lafley, financial advisor Cincinnati OH
96 score

Patrick Lafley

CRD Number: 5529414
Current Firm: Quadrant Family Wealth Advisors

Patrick Lafley (CRD# 5529414) is an Investment Advisor Representative working at Quadrant Family Wealth Advisors in Cincinnati, OH and has over 5 years of experience in the finance industry. Patrick Lafley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Quadrant Partners Cincinnati, OH May 2008 - Current 8
Fifth Third Bancorp Cincinnati, OH Sep 2002 - Apr 2008 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Patrick A. Lafley
Phone Number: 513-871-5500
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    520
    MILLIONS
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $1,812,358
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OH

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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