Patrick
May
Vantage Point Financial, LLC
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About this Advisor
Patrick May is a financial advisor based in Lisle, Illinois, working with Vantage Point Financial, LLC. Patrick has previously held positions at Scottrade, Inc, Vantage Point Financial, LLC, The Chamberlin Group Tax & Wealth Advisors, and Prosperity Capital Advisors. Patrick has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Missouri. Currently, Patrick is part of Vantage Point Financial, LLC, which operates out of Lisle, Illinois. The firm has 3 offices and 9 employees. The firm manages assets totaling $237.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Vantage Point Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vantage Point Financial, LLC Brokerage Details
$237,923,346
9
1,233
$192,963
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Patrick May Work History
Vantage Point Financial, LLC
The Chamberlin Group Tax & Wealth Advisors
Prosperity Capital Advisors
Scottrade, Inc
Disclosures
Please visit the SEC profile of Patrick May 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 Vantage Point Financial, LLC
Lisle, IL
Lisle, IL
Chesterfield, MO
Lisle, IL
Lisle, IL
Lisle, IL
Lisle, IL
Lisle, IL
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