Patrick Ilcin (CRD# 6815821) is an Investment Advisor Representative working at Nfp Retirement Inc. in Cleveland, OH and has over 2 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Nfp Retirement | Aliso Viejo, CA | Oct 2021 - Current | 2 |
Charles Schwab | Richfield, OH | Jun 2018 - Oct 2021 | 3 |
Woodstock Country Club | Indianapolis, IN | Nov 2017 - Jun 2018 | < 1 |
Butler University Libraries | Indianapolis, IN | Aug 2016 - May 2018 | 1 |
Butler University | Indianapolis, IN | Aug 2014 - May 2018 | 3 |
Charles Schwab | Richfield, OH | Jun 2017 - Aug 2017 | < 1 |
Valeo Financial Advisors | Indianapolis, IN | Jan 2017 - May 2017 | < 1 |
Scotty's Dawghouse | Indianapolis, IN | May 2016 - Dec 2016 | < 1 |
Columbus Zoo And Aquarium | Powell, OH | May 2015 - Dec 2015 | < 1 |
Dublin Coffman High School | Dublin, OH | Aug 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- OH
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Total Assets Under Management96,454MILLIONS
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Total Number of Accounts5,514ACCOUNTS
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Average Account Value$17,492,654
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV, WY
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