Patrick Bollinger, financial advisor Baltimore MD

Patrick Bollinger

CRD 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.

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Abel Financial Management Company
Company Name Location Dates Years
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
Contact Info for Patrick Bollinger
Phone Number: 410-522-2030
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    196
    MILLIONS
  • Total Number of Accounts
    910
    ACCOUNTS
  • Average Account Value
    $215,317
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
Types of Clients
Registered States

FL, GA, MD, PA, VA

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