UBS Financial Services
47yrs
Top advisor by experience in Plano
18yrs
Patrick Kimbrough has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Plano, Texas. Patrick has been with Mariner since 2016; before that, Patrick spent a year at Mariner Wealth Advisors and two years at Avantax Advisory Services. Patrick holds the CFP® designation.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?Top 20% by experience in Plano
Office7500 Dallas Parkway Suite 250, Plano, TX 75024
FirmMariner
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.12 million
Advisors at the firm991
States licensed ?1 state
Services through Mariner
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowMarinerCurrent firm
- Sep 2016 – Mar 2018Mariner Wealth AdvisorsPreviously
- 2014 – 2016Avantax Advisory ServicesPreviously
- Feb 2014 – May 2014LPL Financial LLCPreviously
- Sep 2008 – Sep 2009Edward JonesPreviously
Contact Patrick
(913) 904-5700Firm headquarters in Overland Park, KS. Ask for Patrick. 7500 Dallas Parkway Suite 250Plano, TX 75024Office · Get directions Firm websitesrs.mariner.com
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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
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About Patrick
How do I contact Patrick?
Call Mariner at (913) 904-5700 and ask for Patrick Kimbrough. Patrick works from the Plano, TX office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2008, about 18 years. Top 20% by experience in Plano.
What licenses does Patrick hold?
Series 65, 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?
Mariner 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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