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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Soileau is a registered Investment Advisor Representative with Kinloch Capital, LLC in Glen Allen, Virginia. Patricia has been in the securities industry for over 30 years and has experience with a variety of firms. Patricia currently holds Series 63, 65 and 7 licenses. Patricia focuses on providing financial planning and portfolio management for individuals and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
01/09/2020 - Present
Kinloch Capital, LLC (GLEN ALLEN VA)
VA
04/04/2013 - 07/02/2019
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
VA
07/04/2012 - 03/05/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
VA
08/25/2009 - 01/20/2011
SANDERS MORRIS HARRIS INC. (RICHMOND VA)
VA
03/18/2009 - 03/31/2009
PURSHE KAPLAN STERLING INVESTMENTS (RICHMOND VA)
VA
07/01/2008 - 02/03/2009
CITIGROUP GLOBAL MARKETS INC. (RICHMOND VA)
VA
11/25/2003 - 07/29/2008
WACHOVIA SECURITIES, LLC (RICHMOND VA)
NY
03/09/2002 - 09/16/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
03/28/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
VA
11/27/2000 - 03/28/2001
BRANCH, CABELL & CO., INC. (RICHMOND VA)
CT
01/22/1999 - 12/05/2000
ADVEST, INC. (HARTFORD CT)
VA
09/20/1991 - 01/26/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
IA
Issued 06/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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