Patricia Oleary, financial advisor Austin TX

Patricia Oleary

CRD Number: 6720982
Current Firm: Kestra Advisory Services, LLC

Patricia Oleary (CRD# 6720982) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Austin, TX Nov 2019 - Current 1
Lowenberg Group, LLC Austin, TX Jul 2019 - Nov 2019 < 1
Lowenberg Group, LLC Austin, TX Jan 2018 - Jun 2019 1
Kestra Investment Services, LLC Austin, TX Oct 2016 - Dec 2017 1
Lowenberg Group Austin, TX Oct 2016 - Dec 2017 1
Unemployed Austin, TX Feb 2011 - Oct 2016 5
H&r Block Lakeway, TX Feb 2011 - Feb 2011 < 1
Unemployed Austin, TX May 2008 - Feb 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Patricia P. Oleary
Phone Number: 8445537872
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    29,037
    MILLIONS
  • Total Number of Accounts
    97,846
    ACCOUNTS
  • Average Account Value
    $296,761
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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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