Patrick Gorham
Investment adviser representative at First Command Advisory Services
4 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.4BFirm assets
Are you Patrick Gorham? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
4 years in the industry.
- First Command Advisory ServicesSep 2020 to now
- First Command Insurance Services, Inc.Jul 2020 to now
- First Command Investment Advisory Services, Inc.Jul 2020 to now
- First Command Brokerage Services, Inc.May 2020 to now
- UnemployedFeb 2020 to May 2020
- Cummins IncApr 2018 to Feb 2020
- Ntt Data IncJun 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 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
- 7255964
- Firm CRD
- 281958