Patrick Vance (CRD# 4138804) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Owensboro, KY and has over 24 years of experience in the finance industry.
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 6546058
Cambridge Investment Research Advisors, Inc.
CRD# 4936894
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Owensboro, KY | Feb 2021 - Current | 3 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Current | 3 |
| Life Christian Center | Madisonville, KY | Jan 2002 - Current | 22 |
| Bb&t Securities, LLC | Hopkinsville, KY | Jan 2018 - Feb 2021 | 3 |
| Bb&t Investment Services, Inc. | Owensboro, KY | Aug 2015 - Jan 2018 | 2 |
| Hopkins County School System | Madisonville, KY | Jul 2010 - Jul 2015 | 5 |
| Allstate Insurance | Madisonville, KY | Feb 2010 - Jul 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KY
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Total Assets Under Management61,370MILLIONS
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Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
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