Cambridge Investment Research Advisors
47yrs
Top advisor by experience in Roanoke
15yrs
Patrick Harmon has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Roanoke, Virginia. Patrick has been with Osaic Wealth since 2024; before that, Patrick spent four years at Securities America Advisors and three years at Investacorp Advisory Services. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 365 advisors with offices in Roanoke, and one of 350 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?15 years in the industry
Office3140 Chaparral Drive Building C Suite 100, Roanoke, VA 24018
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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.
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2020 – 2024Securities America Advisors, Inc.Previously
- 2018 – 2020Investacorp Advisory Services Inc.Previously
- Oct 2016 – Dec 2017Equity 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
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About Patrick
How do I contact Patrick?
Call Osaic Wealth at (800) 821-5100 and ask for Patrick Harmon. Patrick works from the Roanoke, VA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2012, about 15 years. 15 years in the industry.
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?
Osaic Wealth 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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