Cetera Investment Advisers
45yrs
Top advisor by experience in Dayton
36yrs
Darrell Patrick
Full name on record: Darrell Alan Patrick
Financial advisor at Prospera Financial Services
Based in Dayton, Ohio, Darrell Patrick is a fiduciary financial advisor with 36 years of industry experience. Darrell has been with Prospera Financial Services since 2025; before that, Darrell spent 16 years at Cutter & and three years at Butler, Wick &. Prospera Financial Services offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 245 advisors with offices in Dayton, and one of 195 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 5% by experience in Dayton
Office6450 Poe Avenue Suite 510, Dayton, OH 45414
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$681,918
Advisors at the firm270
States licensed ?1 state
Services through Prospera Financial Services
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Career
- May 2025 – nowProspera Financial Services, Inc.Current firm
- 2009 – 2025Cutter & Company, Inc.Previously
- 2006 – 2009Butler, Wick & CO., Inc.Previously
Questions to ask Darrell
Tailored to Darrell’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Darrell
How do I contact Darrell?
Call Prospera Financial Services at 972-581-3000 and ask for Darrell Patrick. Darrell works from the Dayton, OH office.
How long has Darrell been a financial advisor?
Darrell has been in the industry since 1990, about 36 years. Top 5% by experience in Dayton.
What licenses does Darrell hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Darrell a fiduciary?
Darrell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Darrell paid?
Prospera Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Darrell 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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