Patrick Morehead
Patrick Morehead is a registered investment advisor at Quiver Financial Holdings LLC, based in La Mirada, CA, with 9 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 280 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quiver Financial Holdings charges a monthly fee for investment management services based on the size of your portfolio and the complexity of services provided, up to a maximum of 2.75% annually. Consulting services are generally included in this fee, but separate financial planning fees may apply in unique circumstances, which will be discussed upfront. Some clients may be charged performance-based fees.
Location
La Mirada, CA
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Regulatory History (1)
Customer Dispute
May 2025Other Business ActivitiesSells Insurance
Patrick works as a real estate agent, sells insurance products, solicits for a tax services company, owns an asset protection company, works as a first officer for an airline (about a third of his time), and refers clients for a solar investment company. He dedicates a few hours per week to real estate and insurance sales, minimal time to tax services and the asset protection company, and minimal time to the solar investment referral.
Employment History
Current Registrations
Quiver Financial Holdings LLC
Previous Registrations
American Trust Investment Services, INC.Broker
Delta Investment Management, LLC
Westpark Capital, INC.Broker
Vfg Advisors, INC.
Vfg Securities, INC.Broker
State Registrations1 state
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.