How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Patricia

ADVISOR PROFILE

BROKERS ACCESS CROP; OWNER/PRESIDENT;START DATE 3/11/1993; 72 LINCOLN STREET DENVER CO 80203; SELL AND MARKET FIXED INSURANCE AND ANNUITIES AS WELL AS LTC AND MEDICARE INSURANCE.; WORKING ON COMMISSIONS 100% OF INCOME AND 160 HOURS A MONTH. SMART RETIREMENT;OWNER;6/01/2013;72 LINCOLN ST DENVER CO 80203.;DBA TO SELL SECURITIES BUSINESS TO CLIENTS.;100% OF INCOME;160 HOURS A MONTH SMART RETIREMENT LLC. 72 LINCOLN STREET DENVER CO 80203; BUSINESS CONSULTING; 08/06/2014 START DATE; 10 HOURS A MONTH; 8 HOURS DURING TRADING; BUSINESS EXIT PLANNING, STRATEGIC PLANNING, HR CONSULTING, PROCEDURE SETUP; 25K ANNUAL;

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Patricia Anne Cathey

Experience: 35 years / 4 firms

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