Patrick KitsonCRD Number: 6795766
Current Firm: Vanguard Advisers, Inc.
Patrick Kitson (CRD# 6795766) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 4 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|The Vanguard Group, Inc.||Charlotte, NC||May 2017 - Current||5|
|Better Car People||Monroe, NC||Dec 2015 - Apr 2017||1|
|Chris Hallberg State Farm Agency||Charlotte, NC||Jun 2015 - Nov 2015||< 1|
|West Herr Automotive||Orchard Park, NY||Aug 2014 - Jun 2015||< 1|
|Hart Agency||Tonawanda, NY||Oct 2013 - Mar 2015||1|
|Joe Basil Chevrolet||Depew, NY||Aug 2011 - Aug 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2017|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management338,871MILLIONS
Total Number of Accounts602,258ACCOUNTS
Average Account Value$562,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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