Patricia McTier, financial advisor Snellville GA
90 score

Patricia McTier

CRD Number: 6144371
Current Firm: Primerica Advisors

Patricia McTier (CRD# 6144371) is an Investment Advisor Representative working at Primerica Advisors in Snellville, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Snellville, GA Oct 2017 - Current < 1
Primerica Financial Services Snellville, GA Aug 2017 - Current < 1
Triad Advisors, Inc. Norcross, GA Mar 2016 - Aug 2017 1
Vining Financial Services Inc. Marietta, GA Mar 2016 - Aug 2017 1
Wealth & Pension Services Group, Inc. Marietta, GA Mar 2016 - Aug 2017 1
Onesco Cincinnati, OH Oct 2015 - Mar 2016 < 1
The O.n. Equity Sales Company Cincinnati, OH Jan 2015 - Mar 2016 1
Ohio National Insurance Agency Cincinnati, OH Nov 2014 - Mar 2016 1
Esi/national Financial Services Group Atlanta, GA Jul 2012 - Sep 2015 3
Equity Services Inc. Montpelier, VT Jul 2013 - Nov 2014 1
National Life Group Montpelier, VT Jun 2013 - Nov 2014 1
National Financial Services Group Atlanta, GA Jun 2013 - Nov 2014 1
Pnc Investments Pittsburgh, PA Dec 2012 - Jun 2013 < 1
Pnc Bank Marietta, GA Mar 2012 - Jun 2013 1
Rbc Bank Marietta, GA Sep 2006 - Mar 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Patricia K. McTier
Phone Number: 800-544-5445
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    446
    MILLIONS
  • Total Number of Accounts
    3,814
    ACCOUNTS
  • Average Account Value
    $116,938
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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