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Patrick R. Wallace

COVINGTON INVESTMENT ADVISORS, INC.·LIGONIER, Pennsylvania
Clean recordCOVINGTON 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick R. Wallace is a registered financial advisor based in LIGONIER, Pennsylvania, affiliated with COVINGTON INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COVINGTON INVESTMENT ADVISORS, INC.
COVINGTON INVESTMENT ADVISORS, INC.
AUM
$701M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at COVINGTON INVESTMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: ANNUAL FLAT ADMINISTRATIVE FEE FOR MORE LIMITED SERVICES
Regulatory
SEC/IARD CRD# 4667283
Firm CRD# 127270
View on FINRA BrokerCheck →

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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
Daniel P Messmer
LIGONIER, PA
Sarah E. Rovedatti
LIGONIER, PA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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