Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Thomas Harris is an investment advisor representative at Ira Group, Inc. He is registered in Georgia and has been in the industry since 2014. Patrick has a Series 65 license and specializes in financial planning, pension consulting and portfolio management. He has worked for several firms during his career, including U.S. Bank, Kestra Financial, Inc., Creative Planning, LLC and Investment Research & Advisory Group, Inc. Patrick has experience working with a variety of clients, including individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Project flat fees
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GA
05/02/2024 - Present
IRA Group, Inc. (ATLANTA GA)
IA
Issued 10/24/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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