Patricia McTier, financial advisor Marietta GA
90 score

Patricia McTier

CRD Number: 6144371
Current Firm: Wealth And Pension Services Group Inc.

Patricia McTier (CRD# 6144371) is an Investment Advisor Representative working at Wealth And Pension Services Group Inc. in Marietta, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth & Pension Services Group, Inc. Marietta, GA Mar 2016 - Current < 1
Triad Advisors, Inc. Norcross, GA Mar 2016 - Current < 1
Vining Financial Services Inc. Marietta, GA Mar 2016 - Current < 1
The O.n. Equity Sales Company Cincinnati, OH Jan 2015 - Mar 2016 1
Ohio National Insurance Agency Cincinnati, OH Nov 2014 - Mar 2016 1
Equity Services Inc. Montpelier, VT Jul 2013 - Nov 2014 1
National Life Group Montpelier, VT Jun 2013 - Nov 2014 1
National Financial Services Group Atlanta, GA Jun 2013 - Nov 2014 1
Pnc Investments Pittsburgh, PA Dec 2012 - Jun 2013 < 1
Pnc Bank Marietta, GA Mar 2012 - Jun 2013 1
Rbc Bank Marietta, GA Sep 2006 - Mar 2012 5
Publix Marietta, GA Jun 2004 - Sep 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Patricia K. McTier
Phone Number: (770) 333-0113
Firm Website:
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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