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Patrick Williford

Guggenheim Securities, LLC

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About Patrick Williford

Patrick Williford is a registered representative with Guggenheim Securities, LLC. Patrick has been in the financial industry since 2020. Patrick is currently registered with the state of Texas and holds the following licenses: Series 63, Series 79TO, and SIE. Patrick was previously employed by Raymond James & Associates, Inc. in Reston, Virginia and Chertoff Capital, LLC in Washington, D.C.

Firm Information

Patrick Williford is currently registered with Guggenheim Securities, LLC. Guggenheim Securities, LLC is a Limited Liability Company formed in January 1999. The firm is registered with the SEC and all 50 states, as well as the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

107

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.

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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Patrick Williford’s Registration & Firm History

TX

05/19/2022 - Present

Guggenheim Securities, LLC (Houston TX)

VA

05/27/2021 - 05/31/2022

RAYMOND JAMES & ASSOCIATES, INC. (RESTON VA)

DC

03/02/2020 - 04/21/2021

CHERTOFF CAPITAL, LLC (WASHINGTON DC)

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Licenses & Designations

BC

Issued 10/04/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 11/04/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Williford.
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