Richard Patrick, financial advisor El Cerrito CA

Richard Patrick

CRD Number: 4546296
Current Firm: Sowell Management

Richard Patrick (CRD# 4546296) is an Investment Advisor Representative working at Sowell Management in El Cerrito, CA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Sowell Management North Little Rock, AR Oct 2020 - Current 3
Naples Asset Management Company, LLC Naples, FL Jun 2016 - Oct 2020 4
Avant-garde Advisors LLC Walnut Creek, CA Jun 2012 - Jun 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Richard M. Patrick
Phone Number: 501-219-2434
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,329
    MILLIONS
  • Total Number of Accounts
    13,257
    ACCOUNTS
  • Average Account Value
    $251,143
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
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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