Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
8yrs
Patrick Graham
Financial advisor at Wells Fargo Advisors
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
OfficeSt, Louis, MO
How the firm is paid ?Percent of assets, Flat fee, Commissions
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.
Uniform Combined State Law Examination
Career
- Dec 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- Jul 2022 – Mar 2023Fidelity Personal and Workplace AdvisorsPreviously
- Mar 2019 – Aug 2020Edward JonesPreviously
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 Wells Fargo Advisors at 314-875-3000 and ask for Patrick Graham. Patrick works from the St, Louis, MO office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2019, about 8 years. 8 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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