Patrick A Kimbrough

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2014 → 09/2016
  Hd Vest Financial Services
  Irving, TX
• 04/2014 → 09/2016
  Hd Vest Advisory Services
  Irving, TX
• 09/2016 → Present
  Mariner Wealth Advisors
  Plano, TX

Previous Registrations

• 2016-09-30 → 2018-03-31
  Mariner Wealth Advisors
  Plano, TX
• 2014-04-25 → 2016-09-12
  Avantax Advisory Services
  Irving, TX
• 2014-02-21 → 2014-05-01
  Lpl Financial Llc
  Allen, TX
• 2008-09-24 → 2009-09-16
  Edward Jones
  Austin, TX
  St Louis, MO
  Fayetteville, TN
  Fayetteville, TN
  Pflugerville, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-14
• S66 Uniform Combined State Law Examination
  2008-09-11

Designations

• Certified Financial Planner