Patrick
Robertson
Osaic Wealth, Inc
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About this Advisor
Patrick Robertson is a financial advisor based in Ocoee, Florida, working with Osaic Wealth, Inc. Patrick has previously held positions at Centaurus Financial, Inc, Packerland Brokerage Services, The Patriot Financial Group D/B/A Greyhound Financial, Securities America, Inc, Securities America Advisors, Inc, and Osaic Wealth, Inc. Patrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Massachusetts. Currently, Patrick is part of Osaic Wealth, Inc, which operates out of Ocoee, Florida. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
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 Robertson Work History
Osaic Wealth, Inc
Osaic Wealth, Inc
Securities America Advisors, Inc
The Patriot Financial Group D/B/A Greyhound Financial
Securities America, Inc
Packerland Brokerage Services
Centaurus Finanical, Inc
Disclosures
Please visit the SEC profile of Patrick Robertson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Wealth, Inc
Overland Park, KS
Buffalo, NY
Effingham, IL
Lake Worth, FL
Fort Wayne, IN
Waterloo, IA
Mc Lean, VA
Emporia, KS
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