Patrick Simpkins is a registered investment advisor, based in Raleigh, NC, with 27 years of industry experience.
Location
8313 Six Forks Road, Suite 209, Raleigh, NC, 27615
Get directionsHistory
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
Patrick is an owner/partner at Proximity Financial Partners, where he is involved in management, sales, and administration related to insurance (including group & individual health, and disability). He also owns 3 Crazy Kids, LLC and Proximity Tax Strategies, LLC, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Arkadios CapitalBroker
Arkadios Wealth Advisors
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Ncf Financial Services, INC.Broker
Ncf Financial Services, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations15 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.