Patrick Morehead (CRD# 6661646) is an Investment Advisor Representative working at Quiver Financial Holdings LLC in La Mirada, CA and has over 7 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quiver Financial Holdings LLC | San Clemente, CA | Feb 2021 - Current | 3 |
| Tax Law Solutions | Schaumburg, IL | Oct 2020 - Current | 3 |
| Advantage Real Estate | Santa Monica, CA | May 2019 - Current | 4 |
| Calair | Los Angeles, CA | Nov 2012 - Current | 11 |
| Delta Investment Management, LLC | Los Angeles, CA | Nov 2018 - Feb 2021 | 2 |
| American Trust Investment Services, Inc. | Los Angeles, CA | Jan 2020 - Sep 2020 | < 1 |
| Vanclef Financial Group | Los Angeles, CA | Jul 2016 - Sep 2020 | 4 |
| Westpark Capital Inc. | Los Angeles, CA | Nov 2017 - Jan 2020 | 2 |
| Vfg Advisors, Inc. | Los Angeles, CA | Oct 2016 - Dec 2018 | 2 |
| Vfg Securities Inc. | Culver City, CA | Jun 2016 - Nov 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- CA
-
Total Assets Under Management68MILLIONS
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Total Number of Accounts295ACCOUNTS
-
Average Account Value$230,508
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CA, TX
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