Patrick Carmichael, financial advisor Knoxville TN
90 score

Patrick Carmichael

CRD Number: 6190928
Current Firm: Wealth And Retirement Investments, Inc.

Patrick Carmichael (CRD# 6190928) is an Investment Advisor Representative working at Wealth And Retirement Investments, Inc. in Knoxville, TN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth And Retirment Investment, Inc. Knoxville, TN Jun 2015 - Current 1
Strategic Wealth Management Maryville, TN Mar 2014 - Current 2
Horter Investment Management, LLC Cincinnati, OH May 2013 - May 2015 2
Strategic Financial Alliance Maryville, TN Jul 2012 - Mar 2015 2
Sterling Life Insurance Company Knoxville, TN May 2010 - Jul 2012 2
Home Maker Knoxville, TN Apr 2009 - Apr 2010 1
Aramark Knoxville, TN Jun 2007 - Apr 2009 1
University Of Tennessee Knoxville, TN May 2002 - May 2007 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Patrick W. Carmichael
Phone Number: 865-691-1211
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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