Patrick Moran (CRD# 6859972) is an Investment Advisor Representative working at Bcg Securities, Inc. in Blacksburg, VA and has over 3 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bcg Securities Inc. | Cherry Hill, NJ | Apr 2023 - Current | 1 |
| Horace Mann Investors, Inc. | Springfield, IL | Jun 2019 - Current | 4 |
| Ben Jackson Agency LLC | Christiansburg, VA | Sep 2017 - Current | 6 |
| Horace Mann Companies | Springfield, IL | Sep 2017 - Current | 6 |
| Auburn Hills Golf Club | Riner, VA | May 2013 - Sep 2017 | 4 |
| Vector Marketing | Roanoke, VA | Jun 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- VA
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Total Assets Under Management686MILLIONS
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Total Number of Accounts1,800ACCOUNTS
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Average Account Value$381,013
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV, WY
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