Patrick Foran (CRD# 7141138) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ocala, FL and has over 4 years of experience in the finance industry.
CRD# 2882852
Pnc Investments
CRD# 6436659
J.p. Morgan Securities LLC
CRD# 5926598
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Gainesville, FL | Sep 2019 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gainesville, FL | Jun 2019 - Current | 4 |
| Team Descartes - Self Employed | Gainesville, FL | Sep 2017 - Jun 2019 | 1 |
| Homemaker - Stay At Home Parent | Gainesville, FL | Dec 2016 - Sep 2017 | < 1 |
| Flagship Management | Delray Beach, FL | Sep 2016 - Dec 2016 | < 1 |
| Latter And Blum Realty | New Orleans, LA | Dec 2014 - Sep 2016 | 1 |
| Unemployed | New Orleans, LA | Oct 2014 - Jan 2015 | < 1 |
| Tulane University, Freeman School Of Business | New Orleans, LA | Aug 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- FL
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.