Patrick R. Wallace
Investment adviser representative at Covington Investment Advisors, Inc.
23 yearsExperience
3 statesRegistered in
$885.9MFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Covington Investment Advisors, Inc.Apr 2003 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (FL, PA, TX).
Covington Investment Advisors, Inc.
$885.9MAssets managed
236Clients
5Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4667283
- Firm CRD
- 127270