Patrick Burdick
- Role
- Senior Vice President, Wealth Advisor at Capital Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Patrick Burdick
Based in the Houston office of Capital Advisors, Patrick focuses on wealth management…
Experience
Senior Vice President, Wealth Advisor
Dec 2018 — Present
Founded in 1978, Capital Advisors is an employee-owned SEC Registered Investment Advisor that provides wealth management services to individuals and institutions. Approximately $4.7 billion in assets under management. We act as a Fiduciary for clients. This means Capital Advisors has a fundamental obligation to act within the best interest of the client at all times. We are a fee-only advisory firm.
Education
The University of Texas at Austin
BA, Psychology
1995 — 1998
University of Houston
Financial Planning Education - CFP Program
2006 — 2007
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