Patrick Lawrence Amie
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Patrick Lawrence Amie? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Cetera Investment Advisers LLCFeb 2023 to now
- Cetera Investment Services LLCFeb 2023 to now
- Hancock Whitney BankFeb 2023 to now
- AgiaDec 2022 to Feb 2023
- Advantage SolutionsSep 2019 to Dec 2019
- Penn Mutual SouthJul 2019 to Dec 2019
- Valic Financial Advisors, Inc.Jan 2019 to Feb 2023
- Acacia Financial GroupOct 2018 to Apr 2019
- Magnolia Wealth StrategiesMar 2018 to Jan 2019
- US Health AdvisorsJan 2018 to Mar 2018
- Peak Performance Physical TherapyDec 2013 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7060906
- Firm CRD
- 105644