Patrick Fanning
Patrick Fanning is a registered investment advisor at Cetera Investment Advisers LLC, based in Danville, CA, with 39 years of industry experience. Patrick 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
4115 Blackhawk Plaza Cir Ste 100, Danville, CA, 94506
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Patrick is a board member and archivist for the Diablo Country Club committee, dedicating minimal time to reviewing planning and zoning matters. He also owns PTF Financial Services, spending about a quarter of his time on this investment-related DBA for financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Talbot Financial Services, INC.Broker
Cetera Advisor Networks LLC
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations8 states
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