Patrick Rush, financial advisor Greensboro NC

Patrick Rush

CRD Number: 2639709
Current Firm: Triad Financial Advisors, Inc.
Compensation Model: Fee Only
Patrick Rush (CRD# 2639709) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has over 17 years of experience in the finance industry. Patrick Rush 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Rush & Associates, Inc. Greensboro, NC Jan 2016 - Current 5
Carter Leinster & Associates, LLC Greensboro, NC Jan 2016 - Current 5
Triad Financial Advisors, Inc. Greensboro, NC Aug 2012 - Current 8
Royal Alliance Associates, Inc. Greensboro, NC Aug 2012 - May 2013 < 1
Coastal Equities, Inc. York, PA Apr 2011 - Aug 2012 1
Donnelly Steen & Company Wilmington, DE Apr 2011 - Aug 2012 1
Bank Of America,na Greensboro, NC Nov 2009 - Apr 2011 1
Merrill Lynch, Pierce, Fenner & Smith Greensboro, NC Jan 2007 - Apr 2011 4
First Tennessee Greensboro, NC Sep 2002 - Jan 2007 4
First Tennessee Brokerage Greensboro, NC Sep 2002 - Jan 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Patrick N. Rush
Phone Number: 336-230-0071
Advisor Website:
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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