Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Cotter is a financial advisor with Royal Fund Management, LLC. Patrick has over 30 years of experience in the financial industry. Patrick holds Series 63 and 65 licenses. Patrick has also held positions at Pacific Life Insurance Company, Pacific Select Distributors Inc, and LSF Capital LLC. Patrick's areas of specialization include Retirement Income Planning, Financial Planning, and Portfolio Management for Individuals and businesses. Patrick has a strong commitment to 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor to other advisers
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.
1
2
FL
02/17/2025 - Present
Royal Fund Management, LLC (Coconut Creek FL)
Active
Inactive
Not sure Patrick Cotter is the right advisor for you? Invested Better is here to help.
