Patrick Day
Patrick Day is a registered investment advisor at Cetera Investment Advisers LLC, based in Greenacres, WA, with 16 years of industry experience. Patrick 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
Greenacres, WA
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Regulatory History (1)
Customer Dispute
January 2022Other Business ActivitiesSells Insurance
Patrick is an insurance agent with Avantax Insurance Agency, selling various annuity products, dedicating about 10-20% of his time. He also provides financial services to clients and assists with a travel agency, spending nearly full-time on financial services and minimal time on the travel agency.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Spc
Parkland Securities, LLCBroker
Metlife Securities INC.
Metlife Securities 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.