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Patrick Andrew Vance

ARK Advisors LLC

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About Patrick Andrew Vance

Patrick Vance is an investment advisor representative registered in Illinois and Texas. Patrick Vance's firm Ark Advisors Llc specializes in providing financial planning and portfolio management for individuals. Patrick Vance has been in the financial services industry since 2007. Previously, Patrick Vance was an investment advisor representative for PURSHE KAPLAN STERLING INVESTMENTS, FIRST MIDWEST SECURITIES, INC., WOODBURY FINANCIAL SERVICES, INC., and EDWARD JONES.

Firm Information

Patrick Vance is currently registered with ARK Advisors LLC. ARK Advisors LLC is an investment advisor with offices in [location]. The firm was formed on [date] and currently has 2 licensed agents and 2 investment adviser representatives. ARK Advisors LLC manages approximately $170,271,012 in assets for 1,024 clients. The firm specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They have a diverse client base, with the majority being high-net-worth individuals and individuals other than high-net-worth.

$170.27M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick Vance’s Registration & Firm History

IL

11/09/2013 - Present

ARK Advisors LLC (BLOOMINGTON IL)

IL

05/20/2013 - 01/18/2017

PURSHE KAPLAN STERLING INVESTMENTS (BLOOMINGTON IL)

IL

09/01/2011 - 05/29/2013

FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)

IL

09/25/2009 - 09/08/2011

WOODBURY FINANCIAL SERVICES, INC. (BLOOMINGTON IL)

IL

11/15/2007 - 09/29/2009

EDWARD JONES (MONTICELLO IL)

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Licenses & Designations

BOTH

Issued 11/30/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/18/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Andrew Vance.
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