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Patrick Scott Van pelt

Burnham Gibson Wealth Advisors, LLC

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About Patrick Scott Van pelt

Patrick Van Pelt is a financial advisor at Burnham Gibson Wealth Advisors, LLC. Patrick has been in the financial industry since 1991. Patrick is a registered investment advisor and holds a Series 7 and Series 65 license. Patrick is also a licensed insurance agent in Texas. Patrick specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and institutions. Patrick has a history of working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and corporations.

Firm Information

Patrick Van pelt is currently registered with Burnham Gibson Wealth Advisors, LLC. Burnham Gibson Wealth Advisors, LLC is a registered investment advisor headquartered in Tampa, Florida. With over 32 licensed agents and 42 investment advisory functions, the firm manages approximately $4.8 billion in assets. Burnham Gibson Wealth Advisors, LLC provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other services. The firm caters to a diverse clientele, including high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations.
Burnham Gibson Wealth Advisors, LLC

4211 W. BOY SCOUT BLVD.

TAMPA, FL 33607

$4.81B

Assets Under Management

320

Total Clients

17

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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other

Value of plan assets

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Patrick Van pelt’s Registration & Firm History

TX

10/09/2024 - Present

Burnham Gibson Wealth Advisors, LLC (HOUSTON TX)

NA

06/11/1993 - 11/01/1993

PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC.

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Licenses & Designations

IA

Issued 12/06/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Scott Van pelt.
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