Patrick Hauer (CRD# 6569959) is an Investment Advisor Representative working at Wilson David Investment Advisors in Aiken, SC and has over 8 years of experience in the finance industry.
CRD# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
CRD# 5101699
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quasar Distributors, LLC | Milwaukee, WI | May 2016 - Current | 8 |
| Horizon Investments | Charlotte, NC | Jan 2016 - Current | 8 |
| Wilson David Investment Advisors | Aiken, SC | Jun 2015 - Dec 2015 | < 1 |
| International Junior Golf Tour | Bluffton, SC | Jan 2015 - May 2015 | < 1 |
| Energysolutions | Columbia, SC | Jul 2014 - Mar 2015 | < 1 |
| College Of Charleston Mba Student | Charleston, SC | Jun 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
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Total Assets Under Management4MILLIONS
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Total Number of Accounts18ACCOUNTS
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Average Account Value$231,667
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
SC
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