Patrick Michael Hipkens

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 06/2017 → 11/2021
  The Vanguard Group, Inc.
  Charlotte, NC
• 02/2017 → 05/2017
  Insights Global
  Charlotte, NC
• 05/2016 → 12/2016
  Cardinal Financial Llc.
  Charlotte, NC
• 12/2021 → Present
  Truist Advisory Services, Inc.
  Charlotte, NC

Previous Registrations

• 2019-10-01 → 2021-12-13
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-31
• S66 Uniform Combined State Law Examination
  2019-09-25
• S63 Uniform Securities Agent State Law Examination
  2017-08-01

Designations

• Chartered Financial Analyst

Other Names

• Patrick Hipkens