PB
CFP
PB
CFP

Patricia Bush

6 Years of Experience
Walkersville, MD

Patricia Bush is a CFP-designated registered investment advisor at Aaa Advisory LLC, based in Walkersville, MD, with 6 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 12 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
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Location

Walkersville, MD

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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

Patricia works as a tax consultant for Bestgate Tax & Accounting Advisors, LLC, focusing on tax review and preparation of income tax returns. This takes about 40% of Patricia's time.

Employment History
Current Registrations
Aaa Advisory LLC
July 2025 - Present · 10 mos
Previous Registrations
Bestgate Wealth Advisors, LLC
February 2020 - June 2025 · 5 yrs 4 mos
State Registrations1 state
MD
Advisor

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.
Patricia Bush - Financial Advisor | TrueAdvisor