PM
Patricia A. Maisongodfrey
ARCHER INVESTMENT
La Mesa, CA 91942
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CRD#: 2418896
PM
Professional summary
Patricia Ann Maisongodfrey, who also goes by Patrica Ann Godfrey, Patricia Ann Godfrey, Patricia Maisongodfrey, is a registered financial advisor currently at ARCHER INVESTMENT CORPORATION located in La Mesa, California.
Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Patricia has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Patrica Ann Godfrey | Patricia Ann Godfrey | Patricia Maisongodfrey
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.
Fiduciary Appointment-Trustee~'NIR'~7750 University Ave #E~La Mesa~CA~91942~8/17/2011~1hrs~0hrs~Make monthly distributions and conduct annual trust accounting and fiduciary tax return|Controlled Access Systems~'NIR'~7974 El Capitan Dr.~La Mesa~CA~91942~Other~Accountant/Bookkeeper~2/24/2004~4hrs~4hrs~husband's business; automatic gate contractor|Emmanuel Family Homes~'NIR'~4810 Rushville Ln~La Mesa~CA~91941~Club/Association Director/Officer~Director/Officer~6/1/2017~1hrs~0hrs~Quarterly board meetings|Life and Health Insurance~'NIR'~7750 University Avenue, Suite E~La Mesa~CA~91942~Independent Insurance Agent~Insurance Sales Agent~1/1/1995~1hrs~0hrs~Insur Sales, Health, Life, Fixed annuity|Notary~'NIR'~7750 University Ave Ste E~La Mesa~CA~91942~Notary Public~Owner/Sole Proprietor~6/3/2011~1hrs~1hrs~Notarize documents|Patricia Godfrey, E.A.~'NIR'~7750 UNIVERSITY AVE, STE E~LA MESA~CA~91942~Tax Preparation/Accounting~Owner/Sole Proprietor~2/24/2004~100hrs~1hrs~TAX PREP & REPRESENTATION|
CRS (Client Relationship Summary) - RIA
Click below to view Patricia Ann Maisongodfrey'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®
NoneExperience
Current
November 12, 2020 - Present
ARCHER INVESTMENT CORPORATION
Office #1: 7839 University Ave., Ste 103-b, La Mesa, CA 91942RIA
CRD#: 136403
La Mesa, CA
Past
February 2, 1994 - October 14, 2020
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
La Mesa, CA
Past
December 13, 1993 - October 14, 2020
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
La Mesa, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | ARCHER INVESTMENT CORPORATION
CRD#: 136403 / SEC#: 801-64607
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)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
California(11/12/2020)
IAR
Texas(11/12/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | ARCHER INVESTMENT CORPORATION
CRD#: 136403 / SEC#: 801-64607
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11711 N. College Ave Suite 200, Carmel, IN 46032
Mailing Address
Phone number
(317) 581-5664
Established
Firm type
Fiscal year end
# of Employees
82
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,640 |
| AUM (Assets Under Management) | $ 900,511,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
