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Advisors / Mississippi / Ridgeland
28yrs

Patrick Thomas

Financial advisor at Park Avenue Securities

Patrick Thomas has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Ridgeland, Mississippi. After seven years at New England Securities, Patrick joined Park Avenue Securities in 2013, a firm offering financial planning, investment management, and selecting outside investment managers. Park Avenue Securities reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 237 advisors with offices in Ridgeland, and one of 220 fiduciaries.

Ridgeland, MS 39157Top 21% by experience at Park Avenue SecuritiesFiduciary advisor

At a glance

Experience28 years (since 1999)
How that compares ?Top 21% by experience at Park Avenue Securities
Office795 Woodlands Parkway Suite 106, Ridgeland, MS 39157
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state

Services through Park Avenue Securities

Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2013 – now
  2. 2006 – 2012
    New England SecuritiesPreviously

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Patrick

How do I contact Patrick?

Call Park Avenue Securities at (888) 600-4667 and ask for Patrick Thomas. Patrick works from the Ridgeland, MS office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 1999, about 28 years. Top 21% by experience at Park Avenue Securities.

What licenses does Patrick hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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