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 Slack is a registered investment advisor representative with Davenport & Co. LLC. Patrick has been in the financial industry for 21 years. Patrick is currently registered in the state of Virginia as a broker-dealer and investment advisor. Patrick previously worked for ALPS Distributors, Inc., Capital Brokerage Corporation, Evergreen Investment Services, Inc., Banc of America Securities LLC, and NationsBanc Investments, Inc. Patrick has passed the Uniform Securities Agent State Law Examination, Uniform Investment Adviser Law Examination, General Securities Principal Examination, Securities Industry Essentials Examination, and General Securities Representative Examination. Patrick has a strong track record of success in the financial industry and is committed to providing his clients with the highest level of service.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
12/23/2014 - Present
Davenport & Co. LLC (RICHMOND VA)
CO
01/30/2014 - 12/22/2014
ALPS DISTRIBUTORS, INC. (DENVER CO)
IL
03/20/2009 - 11/25/2013
CAPITAL BROKERAGE CORPORATION (CHICAGO IL)
NC
12/19/2000 - 06/18/2007
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
06/03/1999 - 10/17/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
MA
07/20/1998 - 01/19/1999
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
IA
Issued 08/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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