Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Kimbrough is a financial advisor who has been working in the industry since 2008. Patrick is currently registered with Mariner Wealth in Plano, Texas. Patrick has been a registered Investment Advisor representative since 2016. Patrick previously worked for HD Vest Investment Services and LPL Financial LLC. Patrick holds the Series 66 and Series 65 licenses and the Series 7 and SIE licenses. Patrick is also a Certified Financial Planner. Patrick specializes in a wide variety of financial services including Portfolio Management for Individuals and Businesses, Financial Planning, Pension Consulting, and Educational Seminars. Patrick is licensed in Texas and has an Active status with the Investment Advisor registration.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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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TX
09/30/2016 - Present
Mariner Wealth (PLANO TX)
TX
04/25/2014 - 09/12/2016
HD VEST INVESTMENT SERVICES (Irving TX)
TX
02/21/2014 - 05/01/2014
LPL FINANCIAL LLC (GARLAND TX)
TX
11/15/2010 - 02/03/2014
H.D. VEST INVESTMENT SERVICES (IRVING TX)
TX
08/29/2008 - 09/16/2009
EDWARD JONES (PFLUGERVILLE TX)
IA
Issued 03/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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