John Patrick
John Patrick is a registered investment advisor at Cetera Investment Advisers LLC, based in Greenwood, SC, with 19 years of industry experience. John 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
104 Maxwell Avenue, The Greenwood Building, Suite 349, Greenwood, SC, 29646
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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
John is involved in several outside business activities. He works full-time at Sanders Wealth Management and as an independent insurance agent selling fixed insurance products, is the chair of Greenwood County Community Foundation, VP/Partner at Southern Resources LLC, board member at Upper Savannah Land Trust, owner of J. Patrick Financial LLC, and owner of HP Shale & Timber, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
State Registrations7 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.