Patrick Henry (CRD# 1781345) is an Investment Advisor Representative working at Aw Securities in Sacramento, CA and has over 24 years of experience in the finance industry. Patrick Henry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aw Securities | Sacramento, CA | Jan 2008 - Current | 16 |
| Allworth Financial, LP | Sacramento, CA | Feb 2004 - Current | 20 |
| Hanson Mcclain | Sacramento, CA | Apr 2008 - Oct 2023 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Other
CA
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