Katharine Patrick (CRD# 7818592) is an Investment Advisor Representative working at Core Capital Management And Research Inc. in Houston, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Core Capital Management & Research | Houston, TX | Oct 2023 - Current | < 1 |
| Backswing Golf Events | Phoenix, AZ | Oct 2021 - Current | 2 |
| Lpgs Epson Tour | Daytona Beach, FL | Oct 2019 - Oct 2022 | 3 |
| Self | Houston, TX | Jan 2021 - Sep 2021 | < 1 |
| Self | Houston, TX | Jul 2019 - Apr 2020 | < 1 |
| University Of Virginia | Charlottsville, VA | Aug 2015 - May 2019 | 3 |
| High School For The Performing And Visual Arts | Houston, TX | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- TX
-
Total Assets Under Management1,329MILLIONS
-
Total Number of Accounts203ACCOUNTS
-
Average Account Value$6,548,717
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, IL, TX
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