Years of Experience
5-20+ Years
BIRMINGHAM, AL
0 Disclosures
ADVISOR BIO
Patricia Lynn Burris is an investment advisor representative, licensed in Alabama, with Meld Financial, Inc. based in Birmingham, AL. Patricia has over 25 years of experience in the industry, having also previously worked with Triad Advisors LLC in Atlanta, GA and Royal Alliance Associates, Inc. in Scottsdale, AZ. Patricia holds the Series 63, Series 7, and SIE exams and is a Certified Financial Planner. Patricia specializes in financial planning, portfolio management, and education seminars.
SPECIALIZATIONS
BIRMINGHAM, AL
31 Years Experience
1 Disclosures
ADVISOR BIO
Patrick James David is a financial advisor who has been active in the industry since 1994. Currently, Patrick is registered with Stifel, Nicolaus & Company, Inc. in Alabama and Texas. Patrick is a licensed representative of both Stifel, Nicolaus & Company, Inc. and Sterne, Agee & Leach, Inc. and is an active participant in their investment advisory programs. Patrick's experience and expertise are a benefit to both individual and business clients seeking financial guidance and investment management services.
SPECIALIZATIONS
BIRMINGHAM, AL
32 Years Experience
0 Disclosures
ADVISOR BIO
Patrick O'Connor is a financial advisor registered with Stonex Advisors Inc. Patrick is a CERTIFIED PUBLIC ACCOUNTANT. Patrick has been in the financial services industry for 30 years, having started in 1993. In addition to his work as an investment advisor, Patrick is also a licensed insurance agent. Patrick is registered with the following state securities regulators: Indiana, Kentucky, Massachusetts, Ohio, and South Carolina.
SPECIALIZATIONS
Tuscaloosa, AL
13 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Ryan Hargrove is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Tuscaloosa, Alabama. Patrick has been in the financial industry since 2011. Patrick is a Certified Financial Planner™ professional. Patrick has a strong background in financial planning, portfolio management, and investment advisory services. Patrick is dedicated to helping clients reach their financial goals. Patrick is registered to provide investment advice in Alabama and Texas.
SPECIALIZATIONS
FLORENCE, AL
27 Years Experience
1 Disclosures
ADVISOR BIO
Patrick Sneed has been in the financial industry since 1997. Patrick is currently registered with Edward Jones as an Investment Advisor Representative. Patrick holds the Series 7 and Series 63 licenses and has a SIE exam as well. Patrick has experience providing financial advice to individuals, families, businesses, and retirement plans. Patrick specializes in helping clients with retirement planning, investment management, and estate planning. Patrick Sneed is committed to providing personalized financial advice and building long-term relationships with clients.
SPECIALIZATIONS
Birmingham, AL
20 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Sadler is an investment professional with over 18 years of experience in the financial services industry. Patrick is currently registered with Concourse Financial Group Securities, Inc. in Alabama. Patrick has held previous positions at CETERA INVESTMENT SERVICES LLC, MORGAN KEEGAN & COMPANY, INC. and AMSOUTH INVESTMENT SERVICES, INC.. Patrick holds the following securities licenses: Series 7, Series 24 and Series 66. Patrick has experience working with a variety of client types including high-net-worth individuals, corporations, and pension plans.
SPECIALIZATIONS
CLANTON, AL
0 Disclosures
ADVISOR BIO
Patrick McKinney is a financial advisor with LPL Financial LLC in Clanton, Alabama. Patrick has been in the industry since August 2023 and is registered with the state of Alabama. Patrick has a Series 66, Series 7TO and SIE license and offers a variety of financial planning and advisory services. In addition to his role at LPL Financial LLC, Patrick also has other business affiliations, including LiveOak Capital Inc. (DBA for LPL Business).
SPECIALIZATIONS
GADSDEN, AL
21 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Lane Johnson is a financial advisor currently registered with LPL Financial LLC. Patrick has been in the financial services industry since 2003 and has a Series 7, Series 63, and SIE license. Prior to joining LPL Financial LLC, Patrick worked for UVEST FINANCIAL SERVICES GROUP, INC. and EDWARD JONES. Patrick's areas of specialization include insurance, retirement planning, and investment management.
SPECIALIZATIONS
BIRMINGHAM, AL
20 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Evans is a financial advisor with Stonex Advisors Inc., based in Birmingham, Alabama. Patrick has been a registered representative for over 18 years. Patrick works with individuals, families, and businesses to develop financial plans and investment strategies. Patrick holds the Series 6, Series 63, and Series 65 licenses and the SIE certification.
SPECIALIZATIONS
MOBILE, AL
20 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Rehm is a financial advisor with Cetera Investment Advisers LLC in Mobile, Alabama. Patrick has been in the financial industry since 2004 and has a broad range of experience working with clients in Alabama and other states. Patrick has a strong track record in providing financial advice to a variety of clients, including individuals, families, businesses, and institutions.
SPECIALIZATIONS
