Patrick Healy (CRD# 6883908) is an Investment Advisor Representative working at Seamount Financial Group Inc. in Colorado Springs, CO and has over 5 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seamount Financial Group Inc. | Orange, CA | Jul 2022 - Current | 1 |
| Grove Point Investments, LLC | Rockville, MD | May 2022 - Current | 1 |
| Seamount Financial Group | Orange, CA | May 2022 - Jul 2022 | < 1 |
| Pimco Investments LLC | Newport Beach, CA | Oct 2016 - Apr 2022 | 5 |
| Pacific Investment Management Company LLC | Newport Beach, CA | Oct 2017 - Mar 2022 | 4 |
| Pacific Investment Management Company LLC | Newport Beach, CA | Oct 2016 - Oct 2017 | 1 |
| Haley Stuart Group | Newport Beach, CA | Oct 2016 - Oct 2017 | 1 |
| Beacon Pointe Advisors | Newport Beach, CA | Jun 2016 - Oct 2016 | < 1 |
| The University Of Texas At Austin | Austin, TX | Aug 2013 - May 2016 | 2 |
| Seamount Financial Group | Orange, CA | May 2015 - Aug 2015 | < 1 |
| Liparita Cellars | Orange, CA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- CA
- TX
-
Total Assets Under Management605MILLIONS
-
Total Number of Accounts1,546ACCOUNTS
-
Average Account Value$391,145
- 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
AZ, CA, CO, FL, MI, NH, TX, WA
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