Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hawkins is a Registered Investment Advisor with Fisher Investments. Patrick is a highly experienced financial professional with a diverse background. Patrick has held various roles in the financial industry, including positions at USAA Financial Advisors and Charles Schwab & Co., Inc. Patrick is committed to providing personalized financial advice and investment management services to individuals, families, and institutions. Patrick has a strong understanding of the financial markets and a passion for helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/17/2022 - Present
Fisher Investments (PLANO TX)
TX
05/23/2020 - 09/09/2020
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
11/23/2015 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
IA
Issued 11/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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