Cary Street Partners
47yrs
Top advisor by experience at Cary Street Partners
10yrs
Patrick Thompson has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Richmond, Virginia. Patrick has been with Wells Fargo Advisors since 2019; before that, Patrick spent three years at Merrill. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1349 advisors with offices in Richmond, and one of 1251 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office10831 Midlothian Turnpike, Richmond, VA 23235
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2016 – 2019MerrillPreviously
Contact Patrick
Local office(804) 378-9690Ask for Patrick. (314) 875-3000Main office · St. Louis, MO 10831 Midlothian TurnpikeRichmond, VA 23235Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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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 Patrick’s local office at (804) 378-9690 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Patrick Thompson.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2016, about 10 years. 10 years in the industry.
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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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