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Patrick Clarkson Rhyne

Investment adviser representative at &partners
11 yearsExperience
2 statesRegistered in
$30.3BFirm assets
35 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. &partnersApr 2025 to now
  2. Wells Fargo Advisors Financial Network, LLCOct 2022 to Apr 2025
  3. Wells Fargo Clearing Services, LLCNov 2016 to Oct 2022
  4. Wells Fargo Advisors, LLCApr 2015 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (NC, TX).

&partners

$30.3BAssets managed
62,194Clients
544Advisers
35 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
6495173
Firm CRD
3767
Advisor's SEC record (opens in a new tab)
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