John Patrick (CRD# 5248959) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenwood, SC and has over 18 years of experience in the finance industry.
CRD# 1888517
Edward Jones
CRD# 1356229
Bailey Investment Strategies LLC
CRD# 3062453
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 2 |
| Southern Resources, LLP | Greenville, SC | Jan 1996 - Current | 28 |
| Voya Financial Advisors, Inc. | Greenwood, SC | Oct 2019 - Jun 2021 | 1 |
| Raymond James Financial Services, Inc. | Greenwood, SC | Mar 2014 - Oct 2019 | 5 |
| County Bank | Greenwood, SC | Mar 2014 - Oct 2019 | 5 |
| Raymond James Financial Services Advisors Inc. | Greenwood, SC | Mar 2014 - Oct 2019 | 5 |
| Countybank Wealth Management - Trust Department | Greenwood, SC | Mar 2014 - Dec 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2007 |
| S65 | NASAA Investment Advisors Law Examination | May 2005 |
- SC
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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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