Patrick Portman
CRD Number: 6393123Current Firm: United Planners' Financial Services Of America A Limited Partner
Patrick Portman (CRD# 6393123) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 8 years of experience in the finance industry. Patrick Portman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
United Planners Financial Services | Scottsdale, AZ | Jan 2020 - Current | 4 |
Portman Wealth Management | Bardstown, KY | Apr 2016 - Current | 8 |
Patrick Portman | Bardstown, KY | Apr 2016 - Current | 8 |
Gwn Securities Inc. | Palm Beach Gardens, FL | Jan 2016 - Jan 2020 | 4 |
Thoroughbred Asset Management | Bloomfield, KY | Sep 2015 - Jan 2020 | 4 |
Bardstown Recreation Department | Bardstown, KY | May 2015 - Sep 2015 | < 1 |
Level Four Wealth Management | Bowling Green, KY | Aug 2014 - May 2015 | < 1 |
Bardstown Recreation Department | Bardstown, KY | Apr 2009 - Aug 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- KY
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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