Patrick Clark (CRD# 2394596) is an Investment Advisor Representative working at Neshaminy Creek Advisors in Bensalem, PA and has over 16 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Neshaminy Creek Advisors | Bensalem, PA | Mar 2018 - Current | 6 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Mar 2018 | 1 |
| Attleboro Wealth Management | Langhorne, PA | Nov 2011 - Mar 2018 | 6 |
| Nfp Advisor Services, LLC | Austin, TX | Apr 2015 - Apr 2016 | 1 |
| Private Advisor Group, LLC | Langhorne, PA | Feb 2012 - Apr 2015 | 3 |
| Lpl Financial LLC | Langhorne, PA | Oct 2011 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2011 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2008 |
- PA
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts124ACCOUNTS
-
Average Account Value$102,386
- 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
- Pension consulting services
PA
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