Patrick Holmes (CRD# 7028493) is an Investment Advisor Representative working at Portfolio Medics, LLC in Davidson, NC and has over 4 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kaizen Foundation | Mooresville, NC | Apr 2023 - Current | 1 |
| Seven Two Advisors | Mooresville, NC | Apr 2023 - Current | 1 |
| C Rice And Associates | Mooresville, NC | Dec 2020 - Current | 3 |
| Portfolio Medics, LLC | Bonita Springs, FL | Aug 2020 - Current | 3 |
| Seven Two Insurance | Charlotte, NC | Jun 2020 - Current | 3 |
| Wallace Framing | Mooresville, NC | Jan 2020 - Current | 4 |
| Ups | Archdale, NC | Nov 2019 - Dec 2019 | < 1 |
| Park Avenue Securities | Charlotte, NC | Feb 2019 - Nov 2019 | < 1 |
| Consolidated Guardian Life Insurance Company | Charlotte, NC | Nov 2018 - Nov 2019 | 1 |
| State Employees Credit Union | Charlotte, NC | Aug 2013 - Oct 2018 | 5 |
| Papa Johns Usa Inc. | Indian Trail, NC | Jul 2018 - Aug 2018 | < 1 |
| Darden Restaurants | Concord, NC | Dec 2014 - Mar 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- NC
-
Total Assets Under Management500MILLIONS
-
Total Number of Accounts2,499ACCOUNTS
-
Average Account Value$199,924
- 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
- Pension consulting services
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