Patrick Gorgas, financial advisor Indianapolis IN

Patrick Gorgas

CRD Number: 6551050
Current Firm: Charles Schwab & Company, Inc.

Patrick Gorgas (CRD# 6551050) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indianapolis, IN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Indianapolis, IN Jul 2019 - Current 2
Charles Schwab & Company, Inc. Indianapolis, IN Aug 2015 - Current 6
Optionsxpress Indianapolis, IN Jun 2016 - Oct 2017 1
Self-employed West Chester, OH Sep 2014 - Jul 2015 < 1
Self-employed Liberty Township, OH Aug 2013 - Aug 2014 1
Self-employed Fort Smith, AR Dec 2007 - Jul 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S66 NASAA Uniform Combined State Law Examination Dec 2016
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.

Get Details on the FINRA Advisor Check site
Contact Info for Patrick J. Gorgas
Phone Number: 415-667-7000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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