Patrick Thebus (CRD# 1253024) is an Investment Advisor Representative working at Park Avenue Securities LLC in San Diego, CA and has over 33 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Company | San Diego, CA | Oct 2021 - Current | 2 |
Park Avenue Securities | San Diego, CA | Oct 2021 - Current | 2 |
Bga Insurance Services | Newport Beach, CA | Sep 2011 - Current | 12 |
Guardian Life Insurance | La Jolla, CA | Oct 2017 - Oct 2021 | 4 |
Park Avenue Securities | La Jolla, CA | Oct 2017 - Oct 2021 | 4 |
Park Avenue Securities | San Diego, CA | Mar 2013 - Oct 2017 | 4 |
Guardian Life Insurance Company Of America | San Diego, CA | Feb 2013 - Oct 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1990 |
S65 | NASAA Investment Advisors Law Examination | Feb 1996 |
- CA
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Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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