Patrick Alan Hawkins

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 05/2020
  Usaa Financial Advisors Inc
  Addison, TX
• 08/2015 → 05/2020
  Usaa Financial Planning Services
  Addison, TX
• 05/2015 → Present
  Us Army Reserves
  Seagoville, TX
• 11/2018 → 05/2020
  Usaa Investment Management Company
  Addison, TX
• 05/2020 → 08/2020
  Charles Schwab And Co., Inc.
  Westlake, TX
• 03/2022 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2020-05-23 → 2020-09-09
  Charles Schwab & Co., Inc.
  Colorado Springs, CO
  Westlake, TX
• 2019-01-03 → 2020-05-24
  Usaa Investment Services Company
  Addison, TX
  Addison, TX

Other Businesses

Captain (O3) COMMISSIONED MAY 2015 TO PRESENT. APPROXIMATE HOURS, ONE WEEKEND A MONTH NO HOURS DURING SECURITIES TRADING HOURS. CURRENTLY BRANCHED AS A LOGISTICS OFFICER WITH 1st Army Support Command at Rock Island Arsenal (RIA)

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-02
• S63 Uniform Securities Agent State Law Examination
  2015-12-23

Other Names

• Patrick Hawkins
• Patty Hawkins