Patrick CarmichaelCRD 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 4 years of experience in the finance industry.
Retirement Planning Services, LLC
Ubs Financial Services Inc.
Cw Securities, LLC
|Wealth And Retirment Investment, Inc.||Knoxville, TN||Jun 2015 - Current||2|
|Strategic Wealth Management||Maryville, TN||Mar 2014 - Current||4|
|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|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management14MILLIONS
Total Number of Accounts149ACCOUNTS
Average Account Value$97,201
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.