Patrick RennCRD Number: 374144
Current Firm: The Renn Wealth Management Group, Inc.
Patrick Renn (CRD# 374144) is an Investment Advisor Representative working at The Renn Wealth Management Group, Inc. in Atlanta, GA and has over 40 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
Ubs Financial Services Inc.
|3205 Investors LLC||Atlanta, GA||May 2008 - Current||12|
|Forum Management||Atlanta, GA||Jul 2006 - Current||14|
|Non-variable Insurance||Atlanta, GA||Jun 2006 - Current||14|
|Bisys Exceptional Producer||Suwanee, GA||Apr 2005 - Current||15|
|Bisys||Atlanta, GA||Jan 2003 - Current||18|
|Registered Investment||Atlanta, GA||Dec 2001 - Current||19|
|The Renn Wealth Management Group, Inc.||Atlanta, GA||Jul 2001 - Current||19|
|Raymond James Financial Services, Inc.||Atlanta, GA||Apr 1975 - Current||45|
|Spardata||Annopolis, MD||Dec 2004 - Dec 2013||9|
|Business Enterprise Institute||Atlanta, GA||May 2004 - Dec 2010||6|
|Art Sales||Atlanta, GA||Oct 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1980|
Total Assets Under Management96MILLIONS
Total Number of Accounts201ACCOUNTS
Average Account Value$480,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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