Patrick ThebusCRD 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.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|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|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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