Patrick Burdick
Senior Vice President, Wealth Advisor @Capital Advisors
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WORK HISTORY
Senior Vice President, Wealth Advisor @Capital Advisors
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
University of Houston
Financial Planning Education - CFP Program
ABOUT PATRICK BURDICK
Based in the Houston office of Capital Advisors, Patrick focuses on wealth management…
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