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Stanley Kent Patrick

Bush Wealth Management

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About Stanley Kent Patrick

Stanley Kent Patrick is a registered investment advisor representative with Bush Wealth Management. Stanley has been in the financial services industry since May 2013. Stanley's areas of specialization include Financial Planning, Portfolio Management for Individuals, Pension Consulting, and Selection of Other Advisors. Stanley has a Series 7, Series 66, and SIE license. Stanley also has been previously registered with LPL Financial LLC.

Firm Information

Stanley Patrick is currently registered with Bush Wealth Management. Bush Wealth Management is a Registered Investment Advisor based in Valdosta, GA with approximately $180.3 million in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans. They are also authorized to select other advisers for their clients.
Bush Wealth Management

2918 N. OAK ST., STE. B

VALDOSTA, GA 31602

$180.31M

Assets Under Management

Not reported

Total Clients

5

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stanley Patrick’s Registration & Firm History

GA

07/26/2019 - Present

Bush Wealth Management (VALDOSTA GA)

GA

08/26/2014 - 08/16/2019

LPL FINANCIAL LLC (VALDOSTA GA)

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Licenses & Designations

BOTH

Issued 11/22/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stanley Kent Patrick.
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