Patrick Donica
Patrick Donica is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tulsa, OK, with 42 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1616 S Main St, Tulsa, OK, 74119
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is an independent contractor for Catalyst Benefits Group LLC and owns P. Donica Inc, dedicating minimal time to each. He also works as an agent/broker for Fraser Insurance and SAMA Fixed Insurance, spending a few hours per week on each, and is a co-owner/vice president of Guide Wealth Partners, dedicating full-time hours to this financial services business.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Mimlic Sales CorporationBroker
Fsc Securities CorporationBroker
Southwestern Management & Research CorporationBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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