Patrick Bollinger (CRD# 6754992) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has over 5 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wpg Financial Group, LLC | Baltimore, MD | Oct 2018 - Current | 5 |
| Wpg Advisers, LLC | Baltimore, MD | Aug 2018 - Current | 5 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- MD
-
Total Assets Under Management301MILLIONS
-
Total Number of Accounts1,008ACCOUNTS
-
Average Account Value$298,848
- 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, NC, PA, VA
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