Patrick Michael Hipkens
Financial advisor at Truist Advisory Services, Inc. · Cornelius, NC
Last updated 2026-10-10
Claim your profilePatrick Michael Hipkens is a financial advisor at Truist Advisory Services, Inc. in Cornelius, NC, CRD 6812244. Licenses and exams on the registration: Series 63, Series 66, Series 65. IAPD registration began 2019-10-01.
Registration
- CRD number
- 6812244
- Registration status
- Active
- IAPD registration
- 2019-10-01
- Industry Experience
- 7 years
- Work Experience
- 10 years
- States registered
- NC
Licenses and exams
- Series 63
- Series 66
- Series 65
Designations
- Chartered Financial Analyst
Work history
- 2017-06 to 2021-11 · The Vanguard Group, Inc. · Charlotte, NC
- 2017-02 to 2017-05 · Insights Global · Charlotte, NC
- 2016-05 to 2016-12 · Cardinal Financial Llc. · Charlotte, NC
- 2021-12 to Present · Truist Advisory Services, Inc. · Charlotte, NC
Current employment
- Truist Advisory Services, Inc. · Atlanta, GA
Truist Advisory Services, Inc.
- Regulatory AUM
- $77,391,727,185
- Registered advisors
- 1,972
- Offices
- 923
- Clients per advisor
- 65.6 (Moderate)
- Average AUM per client
- $598.5K (Low)
- High-net-worth client ratio
- 25.2% (Moderate)
Truist Advisory Services, Inc.: advisors, services and reported ETF investments
About
Patrick Michael Hipkens is a Chartered Financial Analyst financial advisor at Truist Advisory Services, Inc. in Cornelius, NC. Reported securities licenses include Series 63 and Series 66 and Series 65. The latest record indicates 7 years of industry experience and 10 years of reported work history. Reported roles include The Vanguard Group, Inc., Insights Global, Cardinal Financial Llc..
Truist Advisory Services, Inc.'s firm-level Form ADV reports 1,972 advisors across 923 offices; approximately 65.6 clients per advisor, average assets per client of $598,512, and regulatory AUM of $77.4B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Publication of Periodicals or Newsletters.
What this firm offers
Filed by Truist Advisory Services, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
19315 West Catawba Ave., Cornelius, NC 28031
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 800-874-4770
- Website: truist.com/wealth/tas-disclosure
Official record
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