Patrick E. Huey
DYNAMIC
CAMAS, WA 98607
Some features on this profile are disabled
CRD#: 5005878
Professional summary
Patrick Edward Huey, CFP®, who also goes by Patrick Huey, is a registered financial advisor currently at DYNAMIC located in Camas, Washington.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Patrick has worked at 7 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Patrick Huey
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.
1.) YOUR OWN FRENCH HOME, LLC; NOT INVESTMENT RELATED; 2649 SW GEORGIAN PLACE, PORTLAND, OREGON 97201; FRENCH HOME RENTALS AND SALES; NON-MANAGING MEMBER; JUNE 17, 2016 START DATE; 0 HOURS/MONTH DEVOTED; 0 HOURS DURING SECURITIES TRADING HOURS DEVOTED; NO DUTIES. 2.) PATRICK EDWARD HUEY; INVESTMENT-RELATED; 2005 SE 192ND AVENUE, SUITE 200, CAMAS, WASHINGTON 98607; INSURANCE SALES; INSURANCE AGENT; JANUARY 31, 2008 START DATE; 3 HOURS/MONTH DEVOTED; 1 HOUR/MONTH DURING SECURITIES TRADING HOURS DEVOTED; INSURANCE SALES. 3). PATRICK EDWARD HUEY; NOT INVESTMENT-RELATED; 2005 SE 192ND AVENUE, SUITE 200, CAMAS, WASHINGTON 98607; TAX PREPARATION; 3 HOURS/MONTH DEVOTED; 1 HOUR/MONTH DURING SECURITIES TRADING HOURS DEVOTED. TAX DOCUMENT PREPARATION. 4.) PATRICK EDWARD HUEY; NOT INVESTMENT RELATED; PRIVATE RESIDENCE - MARCO ISLAND, FLORIDA; BOOK AUTHORSHIP; OWNER AND AUTHOR; JUNE 18, 2014 START DATE; 10 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; AUTHORSHIP DUTIES. 5). PATRICK EDWARD HUEY ASSISTS IN GATHERING DATA AND INPUTTING THE INFORMATION INTO A SYSTEM THAT GENERATES A WILL OR A TRUST FOR AN INDIVIDUAL. MR. HUEY DOES NOT PROVIDE LEGAL ADVICE UNDER THIS OBA, HE PAYS THE VENDOR FOR THE SYSTEM AND THEN CHARGES CLIENT FOR HIS SERVICES AND TIME TO GENERATE THE DOCUMENTS
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Edward Huey'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®
CFP®
Start date: 2012
Experience
Current
March 13, 2020 - Present
DYNAMIC
Office #1: 2005 Se 192nd Avenue Suite 200, Camas, WA 98607Office #3: 4851 Tamiami Trail N Suite 200, Naples, FL 34103RIA
CRD#: 151367
CAMAS, WA
Past
December 15, 2016 - April 16, 2020
WEALTHSOURCE®
RIA
CRD#: 282202
CAMAS, WA
Past
September 28, 2015 - November 28, 2016
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
PORTLAND, OR
Past
August 14, 2015 - November 28, 2016
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
PORTLAND, OR
Past
January 21, 2010 - August 27, 2015
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
PORTLAND, OR
Past
January 20, 2010 - August 27, 2015
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
PORTLAND, OR
Past
September 27, 2006 - January 11, 2010
FISHER INVESTMENTS
RIA
CRD#: 107342
VANCOUVER, WA
Past
September 16, 2005 - August 1, 2006
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
SAN FRANCISCO, CA
Past
September 2, 2005 - August 1, 2006
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
SAN FRANCISCO, 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".
DY
DYNAMIC
401K EXTRA LLC | WOLF PRIVATE WEALTH | WISDOM WEALTH MANAGEMENT | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | WERTH WEIL WEALTH MANAGEMENT INC. | WALKER MCMILLAN LLC | VICTORY INDEPENDENT PLANNING | SWISS AMERICAN WEALTH ADVISORS | SWENSON HUGHES WEALTH MANAGEMENT | SUNGARDEN INVESTMENT MANAGEMENT | STRATEGIC CAPITAL WEALTH MANAGEMENT LLC | STF WEALTH MANAGEMENT | STERLING SEQUOIA LLC | STEPHANIE BRUNO WEALTH ADVISOR | STAY TUNED CAPITAL | SEAGROVE WEALTH PARTNERS | SEA TO PEAK FINANCIAL ADVISORS | SAWAF FINANCIAL | RIDGEVALE FINANCIAL PLANNING | RENATUS PRIVATE WEALTH ADVISORS | REB PRIVATE WEALTH MANAGEMENT | RC WEALTH MANAGEMENT LLC | PROSPERITY WEALTH PLANNING | PRIORITAS FINANCIAL ADVISORS | PINNACLE PRIVATE ADVISORS | PALM CAPITAL MANAGEMENT | PALLADIAN WEALTH MANAGEMENT | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL PLANNERS | ONE TREE WEALTH MANAGEMENT, LLC | MUTUAL TRUST ADVISORY GROUP | MONTAGE PRIVATE WEALTH | MIKE ACEVEDO FINANCIAL PLANNING | MAY HILL CAPITAL LLC | MATZEN FINANCIAL | LIFESTONE FAMILY OFFICE | LIFEMANAGED | LEGACY FINANCIAL ADVISORS, LLC | HARDESTY PARTNERS | HANEI PRIVATE WEALTH ADVISORS | GILLESPIE INVESTMENT STRATEGIES, LLC | GARRETSON PLANNING | FULLER WEALTH MANAGEMENT | FULL PICTURE FINANCIAL, LLC | FORTRESS ASSET MANAGEMENT | FAIR STREET ADVISORS | ELLIOTT ASSET MANAGEMENT | EDWARD STORER & ASSOCIATES | DYNAMIC WEALTH ADVISORS | DYNAMIC ADVISOR SOLUTIONS LLC | DYNAMIC | DJM WEALTH STRATEGIES | DESMOND LIGGETT WEALTH ADVISORS | DAVINCI CAPITAL PARTNERS | CROOKED TREE CAPITAL ADVISORS | CRESTVIEW CAPITAL MANAGEMENT | COVENTRY FINANCIAL GROUP | CLEARVISTA ADVISORS | CLARITY CAPITAL ADVISORS | CHICHESTER FINANCIAL GROUP LLC | CENTENNIAL WEALTH MANAGEMENT | CENTENNIAL INVESTMENT ADVISORS | CATALINA WEALTH PARTNERS, LLC | BRIDGE FINANCIAL STRATEGIES | BLACK WALNUT WEALTH MANAGEMENT | BALANCED FINANCIAL SERVICES | ARROW WEALTH MANAGEMENT | AFFINITY FINANCIAL
CRD#: 151367 / SEC#: 801-72203
RIA
Registered Investment Advisory firm - (3/4/2011 Approved)Arizona
Registered Investment Advisory firm - (4/14/2012 Terminated)Massachusetts
Registered Investment Advisory firm - (12/12/2011 Terminated)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
Florida(3/20/2020)
IAR
New Jersey(11/8/2021)
IAR
Oregon(3/13/2020)
IAR
Washington(3/13/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
DY
DYNAMIC
401K EXTRA LLC | WOLF PRIVATE WEALTH | WISDOM WEALTH MANAGEMENT | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | WERTH WEIL WEALTH MANAGEMENT INC. | WALKER MCMILLAN LLC | VICTORY INDEPENDENT PLANNING | SWISS AMERICAN WEALTH ADVISORS | SWENSON HUGHES WEALTH MANAGEMENT | SUNGARDEN INVESTMENT MANAGEMENT | STRATEGIC CAPITAL WEALTH MANAGEMENT LLC | STF WEALTH MANAGEMENT | STERLING SEQUOIA LLC | STEPHANIE BRUNO WEALTH ADVISOR | STAY TUNED CAPITAL | SEAGROVE WEALTH PARTNERS | SEA TO PEAK FINANCIAL ADVISORS | SAWAF FINANCIAL | RIDGEVALE FINANCIAL PLANNING | RENATUS PRIVATE WEALTH ADVISORS | REB PRIVATE WEALTH MANAGEMENT | RC WEALTH MANAGEMENT LLC | PROSPERITY WEALTH PLANNING | PRIORITAS FINANCIAL ADVISORS | PINNACLE PRIVATE ADVISORS | PALM CAPITAL MANAGEMENT | PALLADIAN WEALTH MANAGEMENT | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL PLANNERS | ONE TREE WEALTH MANAGEMENT, LLC | MUTUAL TRUST ADVISORY GROUP | MONTAGE PRIVATE WEALTH | MIKE ACEVEDO FINANCIAL PLANNING | MAY HILL CAPITAL LLC | MATZEN FINANCIAL | LIFESTONE FAMILY OFFICE | LIFEMANAGED | LEGACY FINANCIAL ADVISORS, LLC | HARDESTY PARTNERS | HANEI PRIVATE WEALTH ADVISORS | GILLESPIE INVESTMENT STRATEGIES, LLC | GARRETSON PLANNING | FULLER WEALTH MANAGEMENT | FULL PICTURE FINANCIAL, LLC | FORTRESS ASSET MANAGEMENT | FAIR STREET ADVISORS | ELLIOTT ASSET MANAGEMENT | EDWARD STORER & ASSOCIATES | DYNAMIC WEALTH ADVISORS | DYNAMIC ADVISOR SOLUTIONS LLC | DYNAMIC | DJM WEALTH STRATEGIES | DESMOND LIGGETT WEALTH ADVISORS | DAVINCI CAPITAL PARTNERS | CROOKED TREE CAPITAL ADVISORS | CRESTVIEW CAPITAL MANAGEMENT | COVENTRY FINANCIAL GROUP | CLEARVISTA ADVISORS | CLARITY CAPITAL ADVISORS | CHICHESTER FINANCIAL GROUP LLC | CENTENNIAL WEALTH MANAGEMENT | CENTENNIAL INVESTMENT ADVISORS | CATALINA WEALTH PARTNERS, LLC | BRIDGE FINANCIAL STRATEGIES | BLACK WALNUT WEALTH MANAGEMENT | BALANCED FINANCIAL SERVICES | ARROW WEALTH MANAGEMENT | AFFINITY FINANCIAL
CRD#: 151367 / SEC#: 801-72203
RIA
Registered Investment Advisory firm - (3/4/2011 Approved)Arizona
Registered Investment Advisory firm - (4/14/2012 Terminated)Massachusetts
Registered Investment Advisory firm - (12/12/2011 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2415 East Camelback Road Suite 700, Phoenix, AZ 85016
Mailing Address
Phone number
(877) 257-3840
Established
Firm type
Fiscal year end
# of Employees
130
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15,497 |
| AUM (Assets Under Management) | $ 5,341,333,686 |
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.
