Patrick Thebus, financial advisor San Diego CA
96 score

Patrick Thebus

CRD Number: 1253024
Current Firm: Park Avenue Securities LLC

Patrick Thebus (CRD# 1253024) is an Investment Advisor Representative working at Park Avenue Securities LLC in San Diego, CA and has over 26 years of experience in the finance industry. Patrick Thebus 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.

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Professional Designations
Company Name Location Dates Years
Park Avenue Securities San Diego, CA Mar 2013 - Current 3
Guardian Life Insurance Company Of America San Diego, CA Feb 2013 - Current 3
Bga Insurance Services Newport Beach, CA Sep 2011 - Current 5
Pj Robb Variable Corp. Newport Beach, CA Dec 2011 - Mar 2013 1
Nfp Securities, Inc. Carlsbad, CA Feb 2011 - Sep 2011 < 1
The Leaders Group Inc. Littleton, CO Jan 2009 - Feb 2011 2
Tpg Financial Franklin, TN Aug 2008 - Nov 2010 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 San Diego, CA May 2006 - Jul 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
S65 NASAA Investment Advisors Law Examination Feb 1996
Contact Info for Patrick S. Thebus
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • CO
  • UT
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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