Patrick Shea (CRD# 7780418) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Amherst, NH and has 1 year of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Amherst, NH | Feb 2024 - Current | < 1 |
| Bartender | Milford, NH | Nov 2023 - Current | < 1 |
| Benson Wealth Management | Amherst, NH | Oct 2023 - Current | < 1 |
| Raymond James Financial Services, Inc. | Amherst, NH | Oct 2023 - Current | < 1 |
| Northwestern Mutual | New York, NY | Jul 2023 - Sep 2023 | < 1 |
| Unemployed | South Salem, NY | Jun 2023 - Aug 2023 | < 1 |
| Fulchino Vineyard | Hollis, NH | Sep 2022 - May 2023 | < 1 |
| Student | Merrimack, NH | Aug 2021 - Sep 2022 | 1 |
| Alex Sepkus Company | New York, NY | Jun 2021 - Aug 2021 | < 1 |
| Student | Denton, NE | Aug 2019 - May 2021 | 1 |
| Gossett Brothers Nursery | South Salem, NY | Jun 2020 - Aug 2020 | < 1 |
| Student | South Salem, NY | Dec 2012 - Aug 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- NH
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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