Osaic Wealth
44yrs
Top advisor by experience in San Clemente
10yrs
Patrick Morehead
Financial advisor at Quiver Financial Holdings
Based in San Clemente, California, Patrick Morehead is a fiduciary financial advisor with 10 years of industry experience. Patrick joined Quiver Financial Holdings in 2025, after two years at Delta Investment Management and two years at VFG Advisors. Quiver Financial Holdings offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 88 advisors with offices in San Clemente, and one of 80 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office501 North EL Camino Real Suite 200, San Clemente, CA 92672
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Performance fee
Typical client at the firm ?$494,118
Advisors at the firm3
States licensed ?1 state
Services through Quiver Financial Holdings
Financial planningInvestment management for individuals and small businessesNewsletters and publications
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
- Jan 2025 – nowQuiver Financial Holdings LLCCurrent firm
- 2018 – 2021Delta Investment Management, LLCPreviously
- 2016 – 2018VFG Advisors, Inc.Previously
Contact Patrick
(949) 492-6900Quiver Financial Holdings main office 501 North EL Camino Real Suite 200San Clemente, CA 92672Office · Get directions X (Twitter) pageQuiver Financial Holdings
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- 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 Quiver Financial Holdings at (949) 492-6900 and ask for Patrick Morehead. Patrick works from the San Clemente, CA office.
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?
Quiver Financial Holdings reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, a share of investment gains. 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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