Patrick Henry is a CFP-designated registered investment advisor, based in Folsom, CA, with 37 years of industry experience.
Location
340 Palladio Pkwy., Suite 501, Folsom, CA, 95630
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is on the Board of Directors and President of Valley Hi Country Club, a golf and country club. He spends a few hours per week overseeing board functions, reviewing financials, and ensuring the club's sustainability.
Employment History
Current Registrations
Aw SecuritiesBroker
Allworth Financial, L.P.
Previous Registrations
Hanson Mcclain Strategic Advisors, INC.
Aw Securities
Securities America, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
State Registrations7 states
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