Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Carmichael is an investment advisor representative with Strategic Wealth Investments, LLC. Patrick holds a Series 65 license and has over 6 years of experience in the financial services industry. Patrick provides financial planning services and portfolio management services to individuals. Patrick's firm manages approximately $7,114,673 in assets for 80 accounts. Patrick is also a licensed insurance agent and spends approximately 40% of his time on insurance-related activities.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
02/06/2019 - Present
Strategic Wealth Investments, LLC (KNOXVILLE TN)
IA
Issued 04/29/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Patrick Carmichael is the right advisor for you? Invested Better is here to help.
