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PM
PM

Patrick Kelly Mcilrath

Alliance Advisory & Securities, LLC
32 Years of Experience
Sells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningEducation PlanningInsurance Planning
Alliance Advisory & Securities, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
667 clients
Average Client Portfolio
$959K average
Assets Under Management
$639.4M

Fee Structure

Minimum Investment:$100K

Location

31248 E. Oak Crest Drive Ste 100, Westlake Village, CA, 91361

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Patrick is the owner/president of Arie Financial Group, focusing on insurance sales including life, health, disability, and fixed annuity products since 2005. This takes nearly full-time, with a significant portion during trading hours.

Employment History
Current Registrations
Alliance Advisory & Securities, LLC
September 2006 - Present · 19 yrs 5 mos
Previous Registrations
Alliance Advisory & Securities, INC.Broker
May 2005 - June 2021 · 16 yrs 1 mo
The Lincoln National Life Insurance CompanyBroker
July 2001 - May 2005 · 3 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - May 2005 · 6 yrs 11 mos
Lincoln Financial Advisors Corporation
December 1997 - May 2005 · 7 yrs 5 mos
Cigna Financial Advisors,inc.Broker
July 1993 - June 1998 · 4 yrs 11 mos
State Registrations3 states
CANVWA
Advisor
Exams
No exam information available for this advisor.