Patrick BollingerCRD Number: 6754992
Current Firm: Wpg Financial Group, LLC
Patrick Bollinger (CRD# 6754992) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has over 3 years of experience in the finance industry.
Thrivent Investment Management Inc.
Abel Financial Management Company
|Wpg Financial Group, LLC||Baltimore, MD||Oct 2018 - Current||3|
|Wpg Advisers, LLC||Baltimore, MD||Aug 2018 - Current||3|
|United Planners' Financial Services Of America||Scottsdale, AZ||Oct 2018 - Jun 2021||2|
|Cambridge Investment Research, Inc.||Fairfield, IA||Mar 2017 - Oct 2018||1|
|Rouge Fine Catering||Baltimore, MD||Mar 2012 - Jan 2017||4|
|Towson University||Baltimore, MD||Jan 2012 - Jan 2017||5|
|Rita's Italian Ice||Baltimore, MD||Mar 2009 - Jan 2016||6|
|Calvert Hall College High School||Baltimore, MD||Jan 2009 - Jan 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2018|
Total Assets Under Management196MILLIONS
Total Number of Accounts910ACCOUNTS
Average Account Value$215,317
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, MD, PA, VA
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