Patrick Weale
Financial advisor at Primerica Advisors · Fenton, MO
Last updated 2026-10-10
Claim your profilePatrick Weale is a financial advisor at Primerica Advisors in Fenton, MO, CRD 4951553. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2026-03-17.
Registration
- CRD number
- 4951553
- Registration status
- Active
- IAPD registration
- 2026-03-17
- Industry Experience
- 0 years
- Work Experience
- 22 years
- States registered
- MO
Licenses and exams
- Series 63
- Series 65
Work history
- 2026-01 to Present · Pfs Investments Inc. · Fenton, MO
- 2004-09 to Present · Primerica Financial Services · Fenton, MO
- 2015-01 to 2020-06 · Dayton Freight Lines Inc. · Akron, OH
- 2020-06 to Present · Dayton Freight Lines Inc · St. Peters, MO
Current employment
- Pfs Investments Inc. · Duluth, GA
Primerica Advisors
- Regulatory AUM
- $15,536,099,534
- Registered advisors
- 3,984
- Offices
- 2,532
- Clients per advisor
- 17.0 (Low)
- Average AUM per client
- $229.1K (Low)
- High-net-worth client ratio
- 3.1% (Low)
Primerica Advisors: advisors, services and reported ETF investments
About
Patrick Weale is a financial advisor at Pfs Investments Inc., operating as Primerica Advisors in Fenton, MO. Reported securities licenses include Series 63 and Series 65. The latest record indicates less than 1 year of industry experience and 22 years of reported work history.
Primerica Advisors' firm-level Form ADV reports 3,984 advisors across 2,532 offices; approximately 17.0 clients per advisor, average assets per client of $229,092, and regulatory AUM of $15.5B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, and Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses.
What this firm offers
Filed by Primerica Advisors on Form ADV.
Client services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
1400 S Highway Dr, Fenton, MO 63099
7 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Patrick Weale?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.