Garry Patrick, financial advisor Englewood CO
96 score

Garry Patrick

CRD Number: 3024025
Current Firm: Schaefer Financial Management, Inc.

Garry Patrick (CRD# 3024025) is an Investment Advisor Representative working at Schaefer Financial Management, Inc. in Englewood, CO and has over 18 years of experience in the finance industry. Garry Patrick 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
Schaefer Financial Management, Inc. Centennial, CO Mar 2008 - Current 8
Charles Schwab Bank N.a. Englewood, CO Feb 2005 - Mar 2008 3
Charles Schwab & Company, Inc. Denver, CO Feb 1998 - Mar 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for Garry L. Patrick
Phone Number: 303-770-6700
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    486
    MILLIONS
  • Total Number of Accounts
    1,443
    ACCOUNTS
  • Average Account Value
    $336,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO

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

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