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Patrick R. Wallace

COVINGTON INVESTMENT ADVISORS, INC.·LIGONIER, Pennsylvania
Clean record22 years registeredCOVINGTON INVESTMENT ADVISORS, INC.
301 EAST MAIN STREET, LIGONIER, PA 15658CRD# 4667283Firm CRD# 127270

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick R. Wallace · LIGONIER, PA
Registration
CRD #4667283 · COVINGTON INVESTMENT ADVISORS, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

COVINGTON INVESTMENT ADVISORS, INC.
Sep 2003 – present
02

Registrations & Exams

Registration record
First registered · September 5, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COVINGTON INVESTMENT ADVISORS, INC.
CRD 127270 · SEC 801-62139
AUM
$701M
Regulatory assets under management
Employees
6
542 client accounts
Services offered by COVINGTON INVESTMENT ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COVINGTON INVESTMENT ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Patrick R. Wallace offer?
Patrick R. Wallace specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LIGONIER, Pennsylvania for a consultation.
What are Patrick R. Wallace's credentials?
Patrick R. Wallace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick R. Wallace located?
Patrick R. Wallace is based in LIGONIER, Pennsylvania, working with COVINGTON INVESTMENT ADVISORS, INC.. Their office serves clients in the LIGONIER metropolitan area and surrounding communities.
How does Patrick R. Wallace charge for services?
Patrick R. Wallace's firm is compensated through percentage of aum, hourly charges, other: annual flat administrative fee for more limited services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COVINGTON INVESTMENT ADVISORS, INC.?
COVINGTON INVESTMENT ADVISORS, INC. has approximately 6 employees and manages $701M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COVINGTON INVESTMENT ADVISORS, INC.

Cindy Jones
LIGONIER, PA
Sarah E. Rovedatti
LIGONIER, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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