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Patrick Louis Kinney

Evolve Wealth Advisors LP

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About Patrick Louis Kinney

Patrick Kinney is a registered investment advisor representative with Evolve Wealth Advisors LP. Patrick has been working in the financial services industry since 2003. He is a Series 7 and Series 66 licensed professional. Patrick's previous experience includes roles at TD Ameritrade, Inc., Fidelity Brokerage Services LLC, and Strong Investments, Inc. Patrick specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. He has a strong track record of success in helping clients achieve their financial goals. Patrick's experience and knowledge make him a valuable resource for those seeking guidance on their financial journey.

Firm Information

Patrick Kinney is currently registered with Evolve Wealth Advisors LP. Evolve Wealth Advisors LP is an investment advisor headquartered in Austin, Texas. The firm provides financial planning and portfolio management services to high-net-worth individuals, corporations, pension and profit-sharing plans, and other individuals. The firm manages approximately $52.1 million in regulatory assets under management.

$52.13M

Assets Under Management

Not reported

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Patrick Kinney’s Registration & Firm History

AZ

02/11/2022 - Present

Evolve Wealth Advisors LP (SCOTTSDALE AZ)

CA

06/22/2009 - 10/21/2013

TD AMERITRADE, INC. (PASADENA CA)

IL

01/20/2005 - 02/26/2009

FIDELITY BROKERAGE SERVICES LLC (HIGHLAND PARK IL)

WI

02/25/2003 - 08/04/2004

STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)

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Licenses & Designations

BOTH

Issued 03/13/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Louis Kinney.
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