Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McClain is a financial advisor with Allworth Financial, LP, located in Folsom, California. Patrick has been in the financial services industry since 1990. Patrick is a registered representative with Series 6, 7, 24, and 63 licenses. Patrick provides financial planning and investment advice to individuals, high-net-worth individuals, corporations, and charitable organizations. In addition to Patrick's role as a financial advisor, Patrick also owns and operates a real estate company.
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.
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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2
CA
02/13/2001 - Present
Allworth Financial, LP (FOLSOM CA)
CA
07/29/1993 - 01/22/2008
SECURITIES AMERICA, INC. (SACRAMENTO CA)
IN
07/19/1990 - 08/04/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/19/1990 - 08/04/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 04/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1992
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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