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 La Jolla, CA and has over 27 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Park Avenue Securities||La Jolla, CA||Oct 2017 - Current||< 1|
|Guardian Life Insurance||La Jolla, CA||Oct 2017 - Current||< 1|
|Bga Insurance Services||Newport Beach, CA||Sep 2011 - Current||6|
|Park Avenue Securities||San Diego, CA||Mar 2013 - Oct 2017||4|
|Guardian Life Insurance Company Of America||San Diego, CA||Feb 2013 - Oct 2017||4|
|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 Management2,821MILLIONS
Total Number of Accounts15,391ACCOUNTS
Average Account Value$183,263
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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