Edward Jones
19yrs
Top advisor by experience in Norwalk
15yrs
Based in Norwalk, Ohio, Gregory Patrick is a financial advisor with 15 years of industry experience. Gregory joined Primerica Advisors in 2012, a firm offering investment management. The firm is paid through a percentage of assets.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 71% of advisors in Norwalk
OfficeNorwalk, OH
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.
None listed.
Career
- 2012 – nowPFS Investments Inc.Current firm
Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- 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 Gregory
How do I contact Gregory?
Call Primerica Advisors at 833-786-0550 and ask for Gregory Patrick. Gregory works from the Norwalk, OH office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2012, about 15 years. More experience than 71% of advisors in Norwalk.
What licenses does Gregory hold?
No exams are listed on the official record.
Is Gregory a fiduciary?
Gregory is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Gregory paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Gregory 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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