PB
PB

Patrick Stephen Beale

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
222 advisors
Number of Clients
14,417 clients
Average Client Portfolio
$734K average
Assets Under Management
$10.6B

Fee Structure

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Location

4005 Technology Drive, Ste 1038B, Angleton, TX, 77515

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Patrick co-owns Pearland Elite Training Center, a gymnastics training facility, and owns Beale Financial Services, LLC, which facilitates securities, advisory, and insurance business, taking up all of his time. He also sells fixed insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2025 - Present · 6 mos
Merit Financial Advisors
August 2025 - Present · 6 mos
Global Wealth Advisors
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Commonwealth Financial NetworkBroker
April 2023 - August 2025 · 2 yrs 4 mos
Commonwealth Financial Network
April 2023 - August 2025 · 2 yrs 4 mos
LPL Financial LLC
May 2012 - April 2023 · 10 yrs 11 mos
LPL Financial LLCBroker
May 2012 - April 2023 · 10 yrs 11 mos
Capital One Financial Advisors LLC
October 2009 - May 2012 · 2 yrs 7 mos
Capital One Investment Services LLCBroker
October 2009 - May 2012 · 2 yrs 7 mos
Chase Investment Services CORP.
May 2009 - October 2009 · 5 mos
Chase Investment Services CORP.Broker
May 2009 - October 2009 · 5 mos
Wamu Investments, INC.
November 2008 - May 2009 · 6 mos
Wamu Investments, INC.Broker
September 2008 - May 2009 · 8 mos
Harbor Financial Services, LLCBroker
July 2007 - October 2008 · 1 yr 3 mos
A. G. Edwards & Sons, INC.
April 2004 - March 2006 · 1 yr 11 mos
A. G. Edwards & Sons, INC.Broker
April 2004 - March 2006 · 1 yr 11 mos
State Registrations2 states
LATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Patrick Stephen Beale - Financial Advisor | TrueAdvisor