Patrick
Williams

Securities America Advisors, Inc

CRD#3214332
Investment Advisor
in Carlisle, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Patrick Williams is a certified financial planner based in Carlisle, Pennsylvania, who has been in the advisory business for 10 years. Williams is an advisor for Securities America Advisors, Inc. The advisor has gained experience at Wrp Investments, Inc, Sterne Agee Financial Services, Inc, Sterne Agee Investment Advisor Services, Inc, Securities America Advisors and Securities America, Inc. Williams has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Securities America Advisors, Inc is a registered investment firm that has its headquarters in Carlisle, Pennsylvania. The investment advisory business has offices in 1,271 locations and a total of 1,989 people on staff. It handles $29 billion in assets among its 184,356 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 20 charities and foundations. Of its 184,356 client accounts, 15% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Securities America Advisors, Inc offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management usually depend on the type of financial services. However, fee types charged by Securities America Advisors, Inc can consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

15 State Ave Ste 103
Carlisle, PA 17013

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

PA Average: $1,978,216,465
Total Number of Employees

1,989

PA Average: 226
Total Number of Accounts

184,356

PA Average: 7,467
Average Account Size

$157,439

PA Average: $264,928

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Patrick Williams Work History

Patrick has 10 years of experience.

2020 - Present (2 years)

Securities America Advisors

2020 - Present (2 years)

Securities America, Inc

2015 - 2019 (4 years)

Sterne Agee Investment Advisor Services, Inc

2014 - 2019 (5 years)

Sterne Agee Financial Services, Inc

2010 - 2014 (4 years)

Wrp Investments, Inc

Disclosures

Patrick Williams has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Matthew Whitaker
Henrico, VA
Christy Roe
Salt Lake City, UT
Nicholas Weber
Folsom, CA
Brett Deuth
Overland Park, KS
Bernadette Brown
Coraopolis, PA
David Gies
Waterbury, CT
Aadil Zaman
New York, NY
Kenneth Loehlein
Prior Lake, MN

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started