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Patrick Talamo
26 Years of Experience
Baton Rouge, LA
1 DisclosureBrokerSells Insurance
Patrick Talamo is a registered investment advisor, based in Baton Rouge, LA, with 26 years of industry experience.
Location
7235 Jefferson Hwy, Baton Rouge, LA, 70806
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2014Settled
Other Business ActivitiesSells Insurance
Patrick operates under the DBA Gulf Coast Wealth Management, dedicating full-time hours during securities trading. He is also an independent agent for Protective Life Insurance and First Protective Life, spending a few hours per week on this activity.
Employment History
Current Registrations
Arkadios Wealth Advisors
June 2024 - Present · 1 yr 11 mos
Arkadios CapitalBroker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
LPL Financial LLC
November 2011 - June 2024 · 12 yrs 7 mos
LPL Financial LLCBroker
November 2011 - June 2024 · 12 yrs 7 mos
Morgan Keegan & Company, INC.
February 2005 - November 2011 · 6 yrs 9 mos
Morgan Keegan & Company, INC.Broker
August 2004 - November 2011 · 7 yrs 3 mos
Pfic Securities CorporationBroker
March 2004 - August 2004 · 5 mos
Banc One Securities CorporationBroker
March 2000 - March 2004 · 4 yrs
Dean Witter Reynolds INC.Broker
August 1999 - March 2000 · 7 mos
State Registrations11 states
ALFLGALAMSNCNMSCTXVAWA
AdvisorBrokerBoth
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
No exam information available for this advisor.