PA
PA
Patrick Amie
6 Years of Experience
Denham Springs, LA
Broker
Patrick Amie is a registered investment advisor at Cetera Investment Advisers LLC, based in Denham Springs, LA, with 6 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
525 Florida Ave Sw, Denham Springs, LA, 70726
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Services LLCBroker
February 2023 - Present · 3 yrs 3 mos
Cetera Investment Advisers LLC
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
VALIC Financial Advisors, INC.
May 2020 - March 2023 · 2 yrs 10 mos
VALIC Financial Advisors, INC.Broker
January 2020 - March 2023 · 3 yrs 2 mos
State Registrations46 states
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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.