Patrick R. Fletcher

GIG HARBOR, WA

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CRD#: 7298595

Professional summary

Patrick Robert Fletcher, CFP®, who also goes by Patrick Fletcher, was a registered financial advisor .

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Patrick had worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Patrick Fletcher

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.

Blog Corner

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®

CFP^®

Certified Financial Planner

Experience

Current

June 25, 2026 - Present

GIG HARBOR, WA

Past

January 9, 2026 - July 7, 2026

GENSPHERE PRIVATE WEALTH, LLC

RIA

CRD#: 338624

GIG HARBOR, WA

Past

August 4, 2022 - January 9, 2026

D.A. DAVIDSON & CO.

RIA

CRD#: 199

SEATTLE, WA

Past

June 22, 2022 - January 9, 2026

D.A. DAVIDSON & CO.

CRD#: 199

SEATTLE, WA

Past

October 12, 2020 - March 24, 2022

PARCION PRIVATE WEALTH LLC

RIA

CRD#: 305115

BELLEVUE, WA

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

Washington
(6/25/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/15/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/12/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/22/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/18/2022

Securities Industry Essentials Examination

Current firm

No current employment

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.

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Patrick R. Fletcher

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GENSPHERE PRIVATE WEALTH, LLC

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

PARCION PRIVATE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/15/2022

Series 65

Date: 10/12/2020

Series 7TO

Date: 6/22/2022

SIE

Date: 4/18/2022

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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