Primerica Advisors
26yrs
Top advisor by experience in Springdale
New
Patrick Weale
Financial advisor at Primerica Advisors
Patrick Weale is a fiduciary financial advisor in Springdale, Ohio, registered since Feb 2026. Patrick has been with Primerica Advisors since 2026. Primerica Advisors offers investment management and is paid through a percentage of assets.
One of 12 advisors with offices in Springdale, and one of 3 fiduciaries.
At a glance
ExperienceNew to the profession (since Feb 2026)
How that compares ?New to the profession
Office430 Ray Norrish Unit B, Springdale, OH 45246
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
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
- Mar 2026 – nowPFS Investments Inc.Current firm
Contact Patrick
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Patrick. 430 Ray Norrish Unit BSpringdale, OH 45246Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Primerica Advisors at (833) 786-0550 and ask for Patrick Weale. Patrick works from the Springdale, OH office.
How long has Patrick been a financial advisor?
Patrick is new to the profession, registered since Feb 2026, and holds 2 licenses.
What licenses does Patrick hold?
Series 63, Series 65. 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?
Primerica Advisors reports being paid by a percentage of the assets they manage. 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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