Patricia Himelick
Patricia Himelick is a registered investment advisor at Cetera Investment Advisers LLC, based in Austin, TX, with 41 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7200 N Mopac Expy Suite 170, Austin, TX, 78731
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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
Patricia is an independent insurance agent selling fixed insurance, annuities, LTC, and life policies since 1989, dedicating minimal time to this. She is also a partner and owner in Himelick Financial Group and Joe and Pat Life Partners LLC, and works for Insperity Payroll Service and farms hay on owned land.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Aetna Financial Services, INC.Broker
Ing Financial Advisers, LLCBroker
Ing Financial Advisers, LLC
Systematized Benefits Administrators, INC.Broker
H. Kerr Taylor & Company, INC.Broker
Texvest Securities CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations11 states
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