Patrick
Mayberry

Loc Investment Advisers

CRD#2626784
Investment Advisor
in Hurricane, WV

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About this Advisor

Patrick Mayberry is a certified financial planner and chartered financial analyst operating in Hurricane, West Virginia, who has been in the industry for 23 years. Mayberry works at Loc Investment Advisers. They have spent their complete employment at Loc Investment Advisers. Mayberry holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in West Virginia. Loc Investment Advisers is an advisory company that has its headquarters in Hurricane, West Virginia. The company has a total of 12 financial advisors. It controls $712 million in total assets across its 2,091 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 2,091 client accounts, 29% are held by high-net-worth individuals who have more than $1 million in investable assets. Loc Investment Advisers provides a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management usually depend on which services the firm provides the client. Fee types billed by Loc Investment Advisers typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years of Experience

23 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

3981 Teays Valley Road
Hurricane, WV 25526

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Loc Investment Advisers Brokerage Details

Total Assets Under Management

$712,061,344

WV Average: $493,341,091
Total Number of Employees

12

WV Average: 16
Total Number of Accounts

2,091

WV Average: 1,028
Average Account Size

$340,536

WV Average: $479,904

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Patrick Mayberry Work History

Patrick has 23 years of experience.

1999 - Present (23 years)

Lanham O'Dell & Company, Inc

Disclosures

Patrick Mayberry has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Loc Investment Advisers

Jeffrey Borman
Hurricane, WV
Mary Dixon
Hurricane, WV
Darren Campf
Hurricane, WV
Patrick Mayberry
Hurricane, WV
David Williams
Hurricane, WV
David Lanham
Hurricane, WV
Robert O'Dell
Hurricane, WV

The content in this profile was updated by SmartAsset on 04/01/2022 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 profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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