Patrick Black is a CFP-designated registered investment advisor, based in Redding, CA, with 22 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2620 Larkspur Ln, Suite Q, Redding, CA, 96002
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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.
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Patrick is a managing partner of Onyx Wealth Strategies, a support company. This activity takes about half of Patrick's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
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.
Exams
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