Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Kelly is an investment advisor representative registered with Agincourt Capital Management, LLC. Patrick has been in the securities industry for over 30 years and holds the Series 7, 63, and 65 licenses. Patrick also holds the Chartered Financial Analyst designation. Agincourt Capital Management, LLC is a Registered Investment Advisor headquartered in Richmond, Virginia. The firm provides investment advisory services to individuals, businesses, trusts, estates, and other investment vehicles. Agincourt Capital Management, LLC manages over $8 billion in assets and serves over 300 clients. Patrick's primary focus is on providing investment advice to institutional clients and high-net-worth individuals. Patrick is committed to providing his clients with personalized investment advice and a high level of service.
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.
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.
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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VA
09/23/1999 - Present
Agincourt Capital Management, LLC (RICHMOND VA)
NA
09/01/1987 - 08/24/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
02/19/1986 - 08/11/1987
WHEAT, FIRST SECURITIES, INC.
IA
Issued 01/09/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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