Patrick Radachi, financial advisor Westlake OH
89 score

Patrick Radachi

CRD Number: 6167686
Current Firm: Independent Financial Group, LLC

Patrick Radachi (CRD# 6167686) is an Investment Advisor Representative working at Independent Financial Group, LLC in Westlake, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group Elyria, OH Feb 2013 - Current 3
Spira Benefits Elyria, OH Jan 2012 - Current 4
Radachi & Company Elyria, OH Sep 2005 - Current 11
Elyria Catholic High School Elyria, OH Dec 2007 - May 2010 2
Lergott Landscaping North Olmsted, OH May 2000 - Jul 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Patrick T. Radachi
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,856
    MILLIONS
  • Total Number of Accounts
    9,804
    ACCOUNTS
  • Average Account Value
    $189,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • 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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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