Patrick Burdick Email & Phone Number
Senior Vice President, Wealth Advisor @ Capital Advisors
5 free lookup(s).
Patrick Burdick Location
- Houston, TX, US
Patrick Burdick Work
- 2018 - now Senior Vice President, Wealth Advisor @
- 2016 - 2018 Senior Wealth Advisor @
- 2011 - 2016 Managing Director @ Stern Brothers Asset Management, LLC
- 2003 - 2010 Vice President, Financial Consultant @ Charles Schwab & Co.,Inc.
- 1998 - 2003 Financial Consultant @
Patrick Burdick Education
- University of Houston
(Financial Planning Education - CFP Program)
2006 - 2007 - The University of Texas at Austin
BA (Psychology)
1995 - 1998
Patrick Burdick Skills
- Asset Management
- Retirement Plan Consulting
- Comprehensive Wealth Management
- 401 K Rollovers
- Investment Advisory
- Alternative Investments
- ETFs
- Pensions
- Investment Strategies
- Retirement Planning
- Retirement
- Hedge Funds
- Absolute Return
- Portfolio Management
- IRAs
- Series 65
- Fixed Income
- MLPs
- Asset Managment
- Estate Planning
- Financial Advisory
- Asset Allocation
- Investments
- Private Equity
- Wealth Management
- MLP
- Wealth Management Services
- Investment Management
- 401k
- Capital Markets
- Trading
- Wealth
- Strategic Financial Planning
- Financial Services
- Personal Financial Planning
- FINRA
- Securities
- Mutual Funds
- Options
- High Net Worth Individuals
- Uniform Combined State Law
- Valuation
- Equities
- Finance
- Financial Markets
- Management
- Series 7
- Risk Management
- Financial Modeling
- Leadership
- Team Building
- Financial Planning
- Client Focused
- Customer Satisfaction
- Business Development
- Financial Risk
Patrick Burdick Summary
- Patrick Burdick, based in Houston, TX, US, is currently a Senior Vice President, Wealth Advisor at Capital Advisors. Patrick Burdick brings experience from previous roles at Belpointe Asset Management LLC, Stern Brothers Asset Management, LLC, Charles Schwab & Co.,Inc. and AXA Advisors. Patrick Burdick holds a 2006 - 2007 University of Houston. With a robust skill set that includes Asset Management, Retirement Plan Consulting, Comprehensive Wealth Management, 401 K Rollovers, Investment Advisory and more. Patrick Burdick has 3 emails and 1 mobile phone numbers on RocketReach.
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Dan Dimitrijevic
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Catherine Young
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Andy Brown
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Thomas Liversage
Senior Vice President
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