PC
Patrick Chu
from Marrick Wealth
Patrick Chu is a financial advisor based in California, Irvine,
with 14 years of experience. Patrick currently works for
Marrick Wealth.
Patrick maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Patrick Chu works at Marrick Wealth
Marrick Wealth is a financial advisory firm based in Irvine, California. It currently has approximately $104,588,865 of assets under management and employs about 4 people. Marrick Wealth uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2211 Michelson Drive, Suite 545, Irvine, California, 92612
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