Patrick Robertson (CRD# 2005392) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Ocoee, FL and has over 34 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors, Inc. | Ocoee, FL | Nov 2019 - Current | 4 |
| The Patriot Financial Group D/b/a Greyhound Financial | Ocoee, FL | Sep 2018 - Current | 5 |
| Securities America, Inc. | Ocoee, FL | Sep 2018 - Current | 5 |
| Self-employed | Ocoee, FL | Nov 1996 - Current | 27 |
| Packerland Brokerage Services | Green Bay, WI | Sep 2015 - Sep 2018 | 3 |
| Centaurus Finanical, Inc. | Anaheim, CA | Jan 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1990 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- FL
- MA
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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