Morgan Stanley
47yrs
Top advisor by experience in Sacramento
18yrs
Patrick Wright Barr
Financial advisor at Wells Fargo Advisors
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 57% of advisors in Sacramento
Office400 Capitol Mall Suite 1700, Sacramento, CA 95814
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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.
Uniform Combined State Law Examination
Career
- 2013 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2009 – 2013Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
- Jun 2009 – Oct 2009MSI Financial Services, Inc.Previously
- Jun 2008 – Mar 2009Banc of America Investment Services, Inc.Previously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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?
- 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 Wells Fargo Advisors at 314-875-3000 and ask for Patrick Wright Barr. Patrick works from the Sacramento, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2008, about 18 years. More experience than 57% of advisors in Sacramento.
What licenses does Patrick hold?
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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patrick for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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