Patrick M. Hipkens
Professional summary
Patrick Michael Hipkens, who also goes by Patrick Hipkens, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Cornelius, North Carolina.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Patrick has worked at 3 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Michael Hipkens's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 8, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 19315 West Catawba Ave. Ste 102, Cornelius, NC 28031October 1, 2019 - December 13, 2021
VANGUARD ADVISERS, INC.
July 19, 2017 - December 13, 2021
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/8/2021)
Exams
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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