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Patrick Paul Burgess

Davinci Financial Designs

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About Patrick Paul Burgess

Patrick Paul Burgess is a financial advisor with over 20 years of experience in the financial services industry. Patrick is registered with Davinci Financial Designs, LLC, and is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. Patrick has a broad range of experience in financial planning, asset management, and risk management. He holds the Series 6, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) designation. Patrick is committed to providing his clients with personalized financial advice and services to help them achieve their financial goals.

Firm Information

Patrick Burgess is currently registered with Davinci Financial Designs. Davinci Financial Designs is a Registered Investment Advisor based in Columbia, SC with approximately $246.9 million in regulatory assets under management. The firm advises individuals, high-net-worth individuals, charitable organizations, and corporations. Services include financial planning, portfolio management, and publication of periodicals.
Davinci Financial Designs

5301 N. TRENHOLM ROAD

COLUMBIA, SC 29206

$246.90M

Assets Under Management

1

Total Clients

8

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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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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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 Burgess’s Registration & Firm History

SC

01/25/2013 - Present

Davinci Financial Designs (COLUMBIA SC)

SC

11/24/1999 - 05/07/2012

FIRST COMMAND FINANCIAL PLANNING, INC. (COLUMBIA SC)

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Licenses & Designations

IA

Issued 11/29/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Paul Burgess.
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