Patricia R. Elmer

PACIFIC HORIZON INVESTMENT MANAGEMENT LLC

Seattle, WA 98101-4111

Some features on this profile are disabled

CRD#: 1206371

Professional summary

Patricia Reebs Elmer, who also goes by Patricia Gorlow, Patricia Ann Reebs, is a registered financial advisor currently at PACIFIC HORIZON INVESTMENT MANAGEMENT LLC located in Seattle, Washington.

Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Patricia has worked at 10 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patricia Gorlow | Patricia Ann Reebs

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I am a Certified Divorce Financial Analyst with my business Creative Divorce Solutions, LLC. I advise on financial issues related to divorce and charge by the hour.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Reebs Elmer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 14, 2001 - Present

PACIFIC HORIZON INVESTMENT MANAGEMENT LLC

Office #1: 500 Union Street Ste 835, Seattle, WA 98101-4111

RIA

CRD#: 119120

Seattle, WA

Past

October 30, 2002 - February 3, 2010

WASHINGTON CAPITAL MANAGEMENT INC

RIA

CRD#: 105253

SEATTLE, WA

Past

July 1, 1998 - April 6, 1999

BA INVESTMENT SERVICES, INC.

CRD#: 12965

OAKLAND, CA

Past

May 2, 1997 - July 1, 1998

SEAFIRST INVESTMENT SERVICES, INC.

CRD#: 17411

SEATTLE, WA

Past

February 17, 1993 - March 15, 1995

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

May 10, 1990 - July 17, 1992

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

June 2, 1987 - June 22, 1988

LEHMAN BROTHERS INC.

CRD#: 7506

Past

December 2, 1986 - July 23, 1987

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Past

April 11, 1985 - December 22, 1986

LEHMAN BROTHERS INC.

CRD#: 7506

Past

September 14, 1984 - April 3, 1985

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Past

May 2, 1984 - August 27, 1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(2/14/2001)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/20/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/2/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/14/1984

General Securities Representative Examination

Current Firm

PACIFIC HORIZON INVESTMENT MANAGEMENT LLC

CRD#: 119120 / SEC#:

Washington

Registered Investment Advisory firm - (2/14/2001 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

500 Union Street Ste 835, Seattle, WA 98101-4111

Mailing Address

Phone number

(206) 682-1181

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 71,978,313

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Dale Miller

MORGAN STANLEY

IAR

Moscow, ID

Gregg Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Redmond, WA

Alyssa Jarman

OSAIC WEALTH, INC.

IAR

Bellevue, WA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Patricia R. Elmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Reebs Elmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

WASHINGTON CAPITAL MANAGEMENT INC

BA INVESTMENT SERVICES, INC.

SEAFIRST INVESTMENT SERVICES, INC.

DAIN RAUSCHER INCORPORATED

UBS FINANCIAL SERVICES INC.

LEHMAN BROTHERS INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

PRUDENTIAL EQUITY GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 6/20/2000

Series 63

Date: 5/2/1984

Series 7

Date: 4/14/1984

Current Firm

PACIFIC HORIZON INVESTMENT MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PACIFIC HORIZON INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors