Cetera Advisors LLC
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About this Advisor
Patrick Mckim is a certified financial planner who works in Denver, Colorado, who has been in the financial industry for 10 years. Mckim is currently employed by Cetera Advisors LLC. During their career, the advisor has held roles at Financial Design & Management, Inc, Geneos Wealth Management, Inc, Patrick E Mckim Cfp Inc, Prospera Wealth Management Solutions LLC and Cetera Advisors LLC. Mckim maintains a Series 63 license, which qualifies them as a securities broker, and can serve investors in Colorado and Texas. Cetera Advisors LLC is a registered investment firm that has its headquarters in Denver, Colorado. The company has offices in 816 locations and a total of 1,163 advisors. It oversees $14 billion in assets under management among its 61,274 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 181 charitable organizations. Of its 61,274 customer accounts, 24% are associated with high-net-worth individuals who have at least $1 million in assets. Cetera Advisors LLC performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees largely vary depending on which service is provided. However, fees charged by Cetera Advisors LLC can be comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Cetera Advisors LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Patrick Mckim Work History
Patrick has 10 years of experience.
Cetera Advisors LLC
Prospera Wealth Management Solutions LLC
Patrick E Mckim Cfp Inc
Financial Design & Management, Inc
Geneos Wealth Management, Inc
Patrick Mckim has disclosures.
Please visit their SEC profile for more details.