Todd Patrick is a CFA-designated registered investment advisor at Grant Thornton Financial Advisors LLC, based in Dallas, TX, with 11 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
500 N. Akard, Suite 1200, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd is a Principal at Grant Thornton LLP, an audit, tax, and advisory services firm, since 2007. He dedicates approximately 120 hours per month to this role, with about 90 hours occurring during securities trading hours, focusing on business valuation and related services.
Employment History
Current Registrations
Grant Thornton Financial Advisors LLC
State Registrations4 states
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