Kevin I. Patrick

OBJECTIVE ADVISORS LLC

BELLEVUE, WA

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CRD#: 1832652

Professional summary

Kevin Ira Patrick is a registered financial advisor currently at OBJECTIVE ADVISORS LLC located in Bellevue, Washington.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Kevin has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Forensic Image and Data Analytics, LLC. Non-investment related. 522 W Riverside Ave, Ste N, Spokane, WA 99201-0580. Purpose: Possible litigant in research-related matters. Managing Member, currently 1 of 3 members. Start date: 09/08/2023. Hours per month devoted to this business: less than one hour. Number of hours during securities trading hours: less than one hour. Duties: responsible for ensuring the LLC remains current with WA SOS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Ira Patrick'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

July 30, 2012 - Present

OBJECTIVE ADVISORS LLC

RIA

CRD#: 164170

BELLEVUE, WA

Past

April 25, 2008 - February 20, 2014

FREESTONE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 145711

SEATTLE, WA

Past

January 30, 2003 - August 2, 2012

FREESTONE SECURITIES, LLC

CRD#: 124260

SEATTLE, WA

Past

January 13, 2003 - May 13, 2008

FREESTONE CAPITAL MANAGEMENT INC

RIA

CRD#: 108702

SEATTLE , WA

Past

March 14, 1991 - January 10, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SEATTLE, WA

Past

May 31, 1988 - January 10, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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
(7/30/2012)

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: 5/6/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/27/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/21/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 5/3/2011

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/23/2008

General Securities Principal Examination

Current Firm

OBJECTIVE ADVISORS LLC

CRD#: 164170 / SEC#:

Washington

Registered Investment Advisory firm - (7/30/2012 Approved)

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Contact information

Main Address

Bellevue, WA

Mailing Address

Phone number

(206) 947-1110

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Contact information

xxxxx@xxxx.xxx

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Kevin I. Patrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Ira Patrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

FREESTONE CAPITAL MANAGEMENT, LLC

FREESTONE SECURITIES, LLC

FREESTONE CAPITAL MANAGEMENT INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 5/6/1994

Series 63

Date: 6/27/1988

Series 7

Date: 5/21/1988

Series 53

Date: 5/3/2011

Series 24

Date: 1/23/2008

Current Firm

OBJECTIVE ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

OBJECTIVE ADVISORS LLC

TRUST BUT VERIFY

Contact information

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