Patricia Kollath, financial advisor Gulfport MS
78 score

Patricia Kollath

CRD Number: 5512242
Current Firm: Avl/wealthcare, LLC

Patricia Kollath (CRD# 5512242) is an Investment Advisor Representative working at Avl/wealthcare, LLC in Gulfport, MS and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Avl Wealthcare, LLC Gulfport, MS Apr 2014 - Current 4
Daily Access Corporation Mobile, AL Aug 2012 - Apr 2014 1
Scottrade Mobile, AL Apr 2008 - Aug 2012 4
Olive Garden Mobile, AL Nov 2007 - Jan 2012 4
Barnes And Noble Booksellers Gulfport, MS Jun 2003 - Jan 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Patricia A. Kollath
Phone Number: 228-863-0437
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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