Patrick Mayberry, financial advisor Hurricane WV

Patrick Mayberry

CRD Number: 2626784
Current Firm: Loc Investment Advisers

Patrick Mayberry (CRD# 2626784) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 22 years of experience in the finance industry. Patrick Mayberry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lanham O'dell & Company, Inc. Hurricane, WV Jan 1999 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Patrick S. Mayberry
Phone Number: 304-757-8131
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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