Patrice Rainer is a CFP-designated registered investment advisor, based in Danville, CA, with 13 years of industry experience. Patrice is also registered as a broker, so some compensation may come from commissions on products sold.
Location
390 Diablo Road, Suite 202, Danville, CA, 94526
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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
Patrice works as an advisory representative of a registered investment advisor (RIA), dedicating nearly full-time hours to this role. Patrice also sells fixed insurance and is the treasurer of the Estate Planning Council of Diablo Valley, spending minimal time on each.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Previous Registrations
Protected Investors of America
Protected Investors of AmericaBroker
State Registrations4 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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