Patricia Gomez
Patricia Gomez is a registered investment advisor at Ameriprise Financial Services, LLC, based in Mckinney, TX, with 19 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2851 S Central Expy, Mckinney, TX, 75070
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patricia is an independent insurance broker since 2010 and is affiliated with Mass Mutual, Mutual Trust, and National Life Group. She also serves as the Director of Education for Gomez and works for American National Bank of Texas, dedicating about a third of her time to the bank.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Advisor Resource Council
Edward JonesBroker
Edward Jones
MML Investors Services, LLCBroker
MML Investors Services, LLC
Wamu Investments, INC.
Wamu Investments, INC.Broker
Compass Brokerage, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities Corporation
Banc One Securities CorporationBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Foresters Equity Services, INC.Broker
State Registrations12 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.