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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Gibbons is a Registered Representative and Investment Advisor Representative with SCF Investment Advisors, Inc.. Patrick has 22 years of experience in the financial industry. Patrick has been with SCF since 2010 and is located in the Austin branch office. Patrick is licensed in 19 states to provide investment advice and securities brokerage services. Patrick holds a Series 6, Series 7, Series 28, Series 63, and Series 66 licenses. Patrick also has experience as an insurance agent.
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
TX
10/27/2021 - Present
SCF Investment Advisors, Inc. (Austin TX)
TX
03/06/2007 - 11/16/2010
EDWARD JONES (AUSTIN TX)
CA
02/24/2003 - 12/31/2006
GOLDEN GATE FINANCIAL GROUP, LLC (SAN FRANCISCO CA)
CA
06/28/2002 - 12/31/2002
EPLANNING SECURITIES, INC. (ROSEVILLE CA)
CA
04/06/2001 - 06/21/2002
AURUM SECURITIES CORP. (SAN JOSE CA)
BOTH
Issued 05/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2004
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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