PG
CFP · ChFC
PG
CFP · ChFC

Patrick Galvin

6 Years of Experience
Charlotte, NC
Broker

Patrick Galvin is a CFP, ChFC-designated registered investment advisor, based in Charlotte, NC, with 6 years of industry experience.

Location

1100 Kenilworth Ave, Suite 210, Charlotte, NC, 28204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Patrick works as a registered assistant for Emerald Financial Group, dedicating about a quarter of his time to processing new business, client requests, and support staff. Patrick also owns Galvin Management Group, LLC, managing vehicle rentals, cleaning, and maintenance, which takes about 10-20% of his time.

Employment History
Current Registrations
Blueprint Financial Advisors
January 2026 - Present · 4 mos
Maplewood Investments, INC.Broker
January 2026 - Present · 4 mos
Maplewood Investments, INC.
January 2026 - Present · 4 mos
Previous Registrations
Hornor, Townsend & Kent, LLCBroker
May 2025 - January 2026 · 8 mos
Hornor, Townsend & Kent, LLC
May 2025 - January 2026 · 8 mos
Park Avenue Securities LLC
May 2022 - March 2025 · 2 yrs 10 mos
Park Avenue Securities LLCBroker
January 2020 - March 2025 · 5 yrs 2 mos
W&s Brokerage Services, INC.Broker
April 2019 - November 2019 · 7 mos
State Registrations1 state
NC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.