Patrick Muldary, financial advisor Auburn WA

Patrick Muldary

CRD Number: 2584039
Current Firm: Primerica Advisors

Patrick Muldary (CRD# 2584039) is an Investment Advisor Representative working at Primerica Advisors in Auburn, WA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Auburn, WA Jan 1995 - Current 29
Primerica Financial Services Auburn, WA Dec 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1995
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Patrick F. Muldary
Phone Number: 833-786-0550
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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