Patrick Svrcek (CRD# 4582507) is an Investment Advisor Representative working at Patrick W. Svrcek Financial Services in Houston, TX and has over 22 years 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 |
|---|---|---|---|
| Patrick W Financial Services | Houston, TX | Apr 1987 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2001 |
- TX
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$215,435
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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