ADVISOR BIO

Patrick Gaughan is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Louisville, KY. Patrick has been a registered representative in the financial services industry since 2010. Patrick holds the Series 6, 7, 63 and 65 securities licenses and is registered with the Financial Industry Regulatory Authority (FINRA). Patrick also holds a Kentucky insurance license. Patrick has experience in a variety of financial services including investment advisory, insurance and financial planning.

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ADVISOR BIO

Patrick Swan is an investment professional with over 20 years of experience in the financial services industry. Patrick holds Series 6, 7, 24, 63 and 65 licenses. He is currently a registered representative with Raymond James Financial Services Advisors, Inc. in Elizabethtown, KY. Prior to joining Raymond James, Patrick was a registered representative with Nationwide Investment Services Corporation and Wells Fargo Funds Distributor, LLC. Patrick is also a Private Banker with First Financial Bank and serves as a Committee Member for the Home of the Innocents. Patrick specializes in providing financial advice to individuals, corporations, and other businesses. He also specializes in portfolio management and financial planning. Patrick is dedicated to helping his clients achieve their financial goals.

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ADVISOR BIO

Patrick Yates is an Investment Advisor Representative at Raymond James & Associates, Inc. based in LOUISVILLE, KY. Patrick has been in the financial industry since 1986 and has experience working with a variety of clients, including individuals, corporations, and institutions. Patrick has a strong understanding of investment strategies and can help clients develop a plan that meets their individual needs. Patrick has passed several securities exams including Series 3, Series 6, Series 7, and Series 9. Patrick has also been registered with a number of other firms, including UBS Financial Services Inc. and Morgan Stanley DW Inc.

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ADVISOR BIO

Patrick Mitchell is a financial advisor with Fifth Third Securities, Inc. Patrick is a registered representative in Alabama, Arizona, Florida, Idaho, Illinois, Indiana, Kentucky, Michigan, Minnesota, Mississippi, Missouri, Ohio, Pennsylvania, South Carolina, Tennessee and Texas. Patrick is also a registered investment advisor representative in Kentucky. Patrick has been in the financial services industry since 2013. Patrick has experience in providing investment advisory services to individuals and businesses.

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ADVISOR BIO

Patrick Van sant is a financial advisor with Fidelity Personal And Workplace Advisors. Patrick has been in the financial services industry since September 2023. Patrick is licensed to provide financial advice in 53 states and the District of Columbia.

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ADVISOR BIO

Patrick McGuire is an Investment Advisor Representative at Cerity Partners LLC, based in Louisville, Kentucky. Patrick has been in the financial services industry since 2011 and holds a Series 65 license. Patrick has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Patrick provides financial planning, portfolio management, and tax services to clients.

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ADVISOR BIO

Patrick David West is a financial advisor with Fidelity Personal And Workplace Advisors. Patrick has been in the securities industry since January 16, 2024. Patrick is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Patrick holds the Series 63, Series 7TO and SIE licenses. Patrick specializes in financial planning, educational seminars, and selection of other advisors.

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ADVISOR BIO

Patrick Joseph Cooper is a financial advisor currently registered with Osaic Wealth, Inc.. Patrick has been working in the financial industry since 1985. Patrick currently holds active licenses in Kentucky, Indiana, and several other states. Patrick is a Certified Financial Planner™ and has experience providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Patrick also has experience working with clients at Financial Services Center and Royal Alliance Associates, Inc..

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ADVISOR BIO

Patrick Dawson is an investment advisor representative with Edward Jones. Patrick Dawson has been in the financial services industry since 2017. Patrick Dawson is registered with the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), and the state of Kentucky. Patrick Dawson holds the Series 66, SIE, and Series 7 licenses.

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ADVISOR BIO

Patrick Brennan is an investment advisor representative who is registered with Edward Jones. Patrick has been in the financial services industry since 2021 and has a Series 66, Series 7, and SIE licenses. Patrick is registered with the following states: California, Florida, Georgia, Indiana, Kentucky, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.

SPECIALIZATIONS