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 5 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||3|
|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
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