Patricia Doverspike (CRD# 7129874) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Clarion, PA and has over 4 years of experience in the finance industry. Patricia Doverspike 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# 6994913
Edward Jones
CRD# 804800
Lpl Financial LLC
CRD# 3084280
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott, LLC | Clarion, PA | May 2019 - Current | 4 |
| Unemployed | Emlenton, PA | Jan 2019 - May 2019 | < 1 |
| Corporate Risk Holdings, LLC | Grove City, PA | Jul 1996 - Jan 2019 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- PA
- TX
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Total Assets Under Management85,895MILLIONS
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Total Number of Accounts226,034ACCOUNTS
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Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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