Patrick Currall is a registered investment advisor, based in Newport Beach, CA, with 23 years of industry experience.
Location
610 Newport Center Dr., Suite 300, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is a partner in Alaska Go Fish, LLC, a charter fishing business, but has no operational responsibilities and dedicates minimal time to it. He is also a financial advisor with SEIA, spending nearly full-time hours providing financial advice to clients, and the CFO of Alaska Adventure Project for Wounded Veterans, a non-profit, dedicating a few hours per week to administrative tasks and fundraising.
Employment History
Current Registrations
Signature Estate Securities, LLCBroker
Seia
Previous Registrations
Osaic Wealth, INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wm Financial Services, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations3 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.