Patrick J May
Investment adviser representative at Vantage Point Financial, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$484.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Vantage Point Financial, LLCJul 2023 to now
- Prosperity Capital AdvisorsFeb 2018 to Jul 2023
- The Chamberlin Group Tax & Wealth AdvisorsFeb 2018 to Jun 2023
- Scottrade, Inc.Mar 2006 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Vantage Point Financial, LLC
Legal name: Vantage Point Financial LLC
$484.6MAssets managed
566Clients
16Advisers
4 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
- 5127587
- Firm CRD
- 305016