Patricia Mapel
Patricia Mapel is a registered investment advisor at Cetera Investment Advisers LLC, based in Broken Arrow, OK, with 16 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3101 North Hemlock Circle Suite 130, Broken Arrow, OK, 74012
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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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Patricia works as a financial advisor for Vineyard Financial Group, dedicating full-time hours to financial planning, investment oversight, and managing client portfolios. Patricia also owns rental property, spending minimal time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cetera Advisors LLCBroker
Cetera Advisors LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Bosc, INC.Broker
Ameriprise Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Jackson National Life Distributors LLCBroker
Wm Financial Services, INC.Broker
State Registrations4 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.