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Patrick Lee Mccraw

Cetera Investment Advisers LLC

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About Patrick Lee Mccraw

Patrick Mccraw is an investment advisor representative with Cetera Investment Advisers LLC. Patrick has been in the industry for over 30 years and holds both the Series 63 and Series 65 licenses. Patrick is a registered investment advisor in Louisiana. Patrick's previous work experience includes roles with Prudential Insurance Company of America, Pruco Securities, LLC, Hancock Whitney Bank, Eagle Strategies LLC and Cetera Investment Services LLC. Patrick is affiliated with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a registered investment adviser with over 104 billion dollars in assets under management. The firm offers financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors and educational seminars.

Firm Information

Patrick Mccraw is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

701 POYDRAS STREET

NEW ORLEANS, LA 70139

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick Mccraw’s Registration & Firm History

LA

10/10/2024 - Present

Cetera Investment Advisers LLC (NEW ORLEANS LA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Lee Mccraw.
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