Patrick John Mccall
Professional Summary
Patrick John Mccall, who also goes by Rick Mccall, was a registered financial advisor. Patrick was a previously registered financial professional and started their career in finance 1995 - 2017. Patrick had worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Rick Mccall
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIAL TRUST ASSET MANAGEMENT | HUESTON FINANCIAL SERVICES | FINANCIAL TRUST ASSET MANAGEMENT CHARTERED
Contact Information
Main Address
10055 Yamato Road Suite 103, Boca Raton, FL 33498-6102Phone Number
(561) 391-8188# of Employees
5SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
400AUM (Assets Under Management)
$141,926,313Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
FINANCIAL TRUST ASSET MANAGEMENT | HUESTON FINANCIAL SERVICES | FINANCIAL TRUST ASSET MANAGEMENT CHARTERED
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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