Patrick Vance is a registered investment advisor, based in Owensboro, KY, with 25 years of industry experience.
Location
3506 State Rte 54, Owensboro, KY, 42303
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Regulatory History (1)
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Customer Dispute
July 2008Settled
Other Business Activities
Patrick is a farmer at Red Hawk Ridge, collecting hay, raising livestock, and crops. This activity takes about a quarter of his time and is not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
May 2016 - January 2018 · 1 yr 8 mos
Bb&t Investment Services, INC.Broker
August 2015 - January 2018 · 2 yrs 5 mos
Allstate Financial Services, LLCBroker
March 2010 - August 2015 · 5 yrs 5 mos
U.S. Bancorp Investments, INC.Broker
February 2003 - June 2009 · 6 yrs 4 mos
Banc One Securities CorporationBroker
April 2000 - January 2003 · 2 yrs 9 mos
State Registrations20 states
ALARCOFLGAILINKYMIMONCNYOHOKSCTNTXVAWAWV
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.