Patricia Ann Maisongodfrey
Investment Adviser Representative at Archer Investment Corporation
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patricia Ann Maisongodfrey is an investment adviser representative with Archer Investment Corporation in La Mesa, CA, where they have been registered since 2020. They have worked in the securities industry since 1994 and were previously registered with Avantax Advisory Services. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Avantax Investment Services, Inc.Oct 1993 – Oct 2020La Mesa, CA
- Avantax Advisory ServicesMar 1994 – Oct 2020La Mesa, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Archer Investment Corporation
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
- $0 to $500,0001.00%
- $500,001 to $999,9990.75%
- $1,000,000+0.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 77
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Carmel, IN
- SEC file number:
- 801-64607
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 17, 2026
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Showing 12 of 77 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patricia Ann Maisongodfrey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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