Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick York McLane is a registered Investment Advisor Representative with Centaurus Financial, Inc.. Patrick has been in the financial industry since 2012 and is currently registered in 10 states. Patrick is licensed to provide financial advice to individuals and businesses. Patrick is a licensed attorney and is General Counsel for The McLane Agency, Inc., DBA McLane Advisors.
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.
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.
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TX
10/16/2023 - Present
Centaurus Financial, Inc. (Montgomery TX)
TX
10/16/2017 - 01/20/2023
USA FINANCIAL SECURITIES CORPORATION (Tomball TX)
TX
04/17/2013 - 10/18/2017
NATIONAL PLANNING CORPORATION (TOMBALL TX)
GA
04/19/2000 - 04/25/2001
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BOTH
Issued 05/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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