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Patricia K. Mctier

Some features on this profile are disabled
CRD#: 6144371
PM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Patricia Kelly Mctier, who also goes by Patricia Lynn Kelly, Patricia L Kelly, Patricia K Mctier, was a registered financial professional .

Patricia is a previously registered financial professional and started their career in finance in 2013. Patricia had worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Patricia Lynn Kelly | Patricia L Kelly | Patricia K Mctier

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) Name: Bio Testing Labs. Investment-related: No. Address: 10303 Northwest Freeway, Suite 263, Houston, Texas 77092. Nature: Supplier of COVID-19 testing supplies, including PCR and rapid kits. Position: Outside sales. Start date: 9/1/2020. Approximate hours/month: 5. Approximate hours/month during trading hours: 3. Duties: Direct sales to doctors or hospitals for COVID-19 testing kits and laboratory processing of specimens. (2) Name: Alliance for Shared Health. Investment-related: No. Address: 2100 E. Broadway, Suite 323, Columbia, MO 65201. Nature: Community-Based Medical Expense Sharing. Position: Individual producer. Start date: 1/1/2020. Approximate hours/month: 15-40. Approximate hours/month during trading hours: 10. Duties: Agent duties include the sale of Health Share products directly to consumers, churches, and businesses for network coverage of medical needs and access to medical facilities. (3) Name: Ignite Health. Investment-related: No. Address: 1550 W. McEwen Dr., Suite 300, Franklin, TN 37067. Nature: A wellness company focused on physical, mental, spiritual, and financial health of U.S. rural population, using Alliance for Shared Health's platform. Position: Sales agent. Start date: 1/1/2021. Approximate hours/month: 15-40. Approximate hours/month during trading hours: 10. Duties: Agent duties include the sale of Health Share products directly to consumers, churches, and businesses for network coverage of medical needs and access to medical facilities. (4) Name: Notary Public. Investment-related: No. Address: 1314 Little Hurricane Rd., Winchester, TN 37398. Nature: Notarization of legal documents. Position: Notary public. Start date: 10/1/2020. Approximate hours/month: 12. Approximate hours/month during trading hours: 3. Duties: Notarization of legal documents for loan closings.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 9, 2021 - October 18, 2022

VAIKUS ADVISORY GROUP, LLC

RIA
CRD#: 306407
WINCHESTER, TN
Past

November 9, 2017 - February 8, 2021

PFS INVESTMENTS INC.

RIA
CRD#: 10111
MURFREESBORO, TN
Past

October 17, 2017 - February 8, 2021

PFS INVESTMENTS INC.

BD
CRD#: 10111
MURFREESBORO, TN
Past

March 18, 2016 - September 25, 2017

SOUTHBRIDGE

RIA
CRD#: 119040
Marietta, GA
Past

March 10, 2016 - August 21, 2017

TRIAD ADVISORS LLC

BD
CRD#: 25803
MARIETTA, GA
Past

January 2, 2015 - March 4, 2016

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
ATLANTA, GA
Past

January 2, 2015 - March 4, 2016

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
Atlanta, GA
Past

July 31, 2013 - November 14, 2014

EQUITY SERVICES, INC.

RIA
CRD#: 265
ATLANTA, GA
Past

July 24, 2013 - November 14, 2014

EQUITY SERVICES, INC.

BD
CRD#: 265
ATLANTA, GA
Past

May 6, 2013 - June 17, 2013

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
MARIETTA, GA
Past

January 23, 2013 - June 17, 2013

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
MARIETTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/3/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/22/2013
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 10/30/2020
Investment Company Products/Variable Contracts Principal Examination

Current Firm

VA
VAIKUS ADVISORY GROUP, LLC
CONNECT ADVISORY GROUP | VERITAS ADVISORY GROUP, LLC | VERITAS ADVISORY GROUP | VAIKUS ADVISORY GROUP, LLC

CRD#: 306407 / SEC#:

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Contact information

Main Address
1 West Court Square Suite 750, Decatur, GA 30030
Mailing Address
Phone number
(404) 234-3939
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts175
AUM (Assets Under Management)$ 20,000,000

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.

Company Information

VAIKUS ADVISORY GROUP, LLC

CRD#: 306407

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