ADVISOR BIO

Patrick Phillips is a financial advisor who has been in the industry since 2012. Patrick is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. as a registered representative. Patrick has held previous positions at Wells Fargo Advisors, LLC, and BancWest Investment Services, Inc.. Patrick has a Series 7, Series 6, Series 63 and Series 65 licenses. Patrick specializes in providing financial advice and investment management services to high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Patrick Fovel is an investment advisor representative for LPL Financial LLC, a firm based in Fort Mill, South Carolina. Patrick has been in the industry since 2001 and has been registered with the Securities and Exchange Commission since 2001. He holds a Series 66, Series 7 and SIE license and is registered in the states of Arizona, California, Nevada, New York, North Carolina, South Carolina and Texas. Patrick has previously worked with National Planning Corporation, AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Prudential Securities Incorporated and Pruco Securities Corporation. Patrick has a strong background in financial planning, portfolio management and consulting. He is a co-owner of BFM Wealth Management, a firm that provides tax preparation and accounting services.

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ADVISOR BIO

Patrick Chan is a financial advisor who has been in the industry since January 9, 2015. Patrick is currently registered with B. Riley Wealth Advisors, Inc. in California. Patrick has been registered with B. Riley Wealth Advisors, Inc. since August 5, 2021. Patrick has held previous positions with several firms, including National Securities Corporation, Hold Brothers Capital LLC and T3 Trading Group, LLC. Patrick has a strong background in the financial services industry and is committed to providing clients with personalized investment advice. Patrick is passionate about helping clients achieve their financial goals and is committed to providing them with the highest level of service.

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ADVISOR BIO

Patrick Ryan Quinn is a registered representative of MML Investors Services, LLC. Quinn has been in the industry for over 2 years and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Quinn is also registered in California.

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ADVISOR BIO

Patrick Lai is a financial advisor with Equitable Advisors, LLC. Patrick has been in the financial industry since 2024, and is registered with the state of California and other states. Patrick can help with financial planning, pension consulting, and investment portfolio management for individuals and businesses. Patrick is available to discuss your financial goals.

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ADVISOR BIO

Patrick Dennis Chance is an investment advisor representative who has been in the industry since 1990. Patrick has held registrations with both Equitable Advisors, LLC and The Equitable Life Assurance Society of the United States. Patrick is currently registered with Equitable Advisors, LLC in California and Florida and holds a Series 6, 7, 63 and 65 license. Patrick specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Patrick Salimi is an Investment Advisor Representative with Protection Point Advisors, registered with the state of California. Patrick has been working in the financial industry for over 17 years and holds a Series 65 license. Patrick Salimi provides financial planning and portfolio management services to individuals and families. Patrick Salimi is also the President of Retireminting, Inc., a consulting firm for investment and legal firms.

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ADVISOR BIO

Patrick Mylin Bowers is an Investment Advisor Representative at Planmember Securities Corp., licensed in California. Patrick has worked as an English teacher, insurance agent and is involved in financial literacy education. Patrick has been with Planmember Securities Corp since July 2024. Patrick has a Series 65 license and is registered with the state of California as an Investment Advisor Representative. Patrick has experience working with individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations. Patrick works primarily with clients in California.

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ADVISOR BIO

Patrick McCusker is a registered representative with Robert W. Baird & Co. Inc. located in ROSEVILLE, CA. Patrick has been in the industry since 2009. Patrick is currently licensed to provide investment advice in 31 states, and has Series 66, Series 7 and SIE licenses. The firm is a registered investment advisor and has over $287 billion in assets under management, servicing a variety of clients including high net worth individuals, insurance companies, investment companies, charitable organizations, and pension plans.

SPECIALIZATIONS

ADVISOR BIO

Patrick Cross is a financial advisor with Edward Jones, a firm with over 20,000 employees and over $800 billion in assets under management. Patrick has been a registered representative since 2004 and holds Series 7, 63, and 66 licenses as well as the Securities Industry Essentials (SIE) exam certification. Patrick is also a Certified Financial Planner. The advisor is registered to provide investment advice in 24 states and has over 20 years of experience in the industry. Patrick specializes in financial planning, portfolio management, and pension consulting for individuals and businesses.

SPECIALIZATIONS