Patrick Whiting Mccall
Professional Summary
Patrick Whiting Mccall, who also goes by Patrick Whiting Mccall, Patrick Alexander Whiting, Patrick Mccall Whiting, is a registered financial advisor currently at WEALTHFORGE SECURITIES, LLC located in Richmond, Virginia. Patrick is registered as a RR (Registered Representative) and started their career in finance in 2015. Patrick has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Patrick Whiting Mccall, Patrick Alexander Whiting, Patrick Mccall Whiting
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AMERIPRISE FINANCIAL SERVICES, LLC
Videos & Posts
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AMERIPRISE FINANCIAL SERVICES, LLC
Contact Information
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AMERIPRISE FINANCIAL SERVICES, LLC
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
11 years in the financial services industry
Current & Past Employments
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Current Firm
WEALTHFORGE | WEALTHFORGE, LLC | WEALTHFORGE SECURITIES, LLC
Contact Information
Main Address
3015 W Moore St Suite 102, Richmond, VA 23230Mailing Address
3015 W Moore St Suite 102, Richmond, VA 23230Phone Number
(804) 308-0431Established
Virginia since 07/28/2009Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
3Arbitration
1Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
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.
The advisor shows no other business activity.
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AMERIPRISE FINANCIAL SERVICES, LLC
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.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2015About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Patrick Whiting Mccall's CRS (Customer Relationship Summary).
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AMERIPRISE FINANCIAL SERVICES, LLC
