Patricia A. Kollath
Professional summary
Patricia Ann Kollath, CFP®, who also goes by Trisha Kollath, Tricia Ann Moore, Patricia Ann Moore, is a registered financial advisor currently at INSPIRED FINANCIAL PLANNERS located in Gulfport, Mississippi.
Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Patricia has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patricia Ann Kollath's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
September 23, 2019 - Present
INSPIRED FINANCIAL PLANNERS
April 25, 2019 - March 9, 2020
CLARK ASSET MANAGEMENT, LLC
September 19, 2018 - May 10, 2019
LPL FINANCIAL LLC
June 25, 2018 - May 10, 2019
LPL FINANCIAL LLC
July 23, 2014 - February 14, 2018
AVL/WEALTHCARE, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/16/2020)
(9/23/2019)
(11/13/2019)
(6/29/2022)
Exams
Current Firm
INSPIRED FINANCIAL PLANNERS
CRD#: 305122 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 121 |
| AUM (Assets Under Management) | $ 57,516,201 |
Red Flags
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