Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Crook is a financial advisor with over 28 years of experience in the industry. Patrick Crook is registered with LPL Financial LLC, which has a network of over 18,000 financial advisors across the United States. Previously, Patrick Crook worked for EK RILEY INVESTMENTS, LLC, COMMONWEALTH FINANCIAL NETWORK, FIRST ALLIED SECURITIES, INC., RAGEN MACKENZIE INVESTMENT SERVICES, LLC and PRUDENTIAL SECURITIES INCORPORATED. Patrick Crook specializes in providing investment advice to individuals, businesses, and institutions. Patrick Crook has a Series 7 and Series 63 license, along with a SIE license and a Series 65.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OR
10/01/2020 - Present
LPL Financial LLC (BEND OR)
OR
01/07/2020 - 11/06/2020
EK RILEY INVESTMENTS, LLC (Corvallis OR)
OR
10/12/2005 - 12/31/2019
COMMONWEALTH FINANCIAL NETWORK (CORVALLIS OR)
CA
05/17/2004 - 10/13/2005
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
WA
07/08/1994 - 05/17/2004
RAGEN MACKENZIE INVESTMENT SERVICES, LLC (SEATTLE WA)
NY
08/04/1993 - 07/08/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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