Patsy House (CRD# 2394829) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Cookeville, TN and has over 30 years of experience in the finance industry.
CRD# 4860131
Cetera Investment Advisers LLC
CRD# 5440893
Stifel, Nicolaus & Company, Incorporated
CRD# 849391
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concourse Financial Group Securities Inc. | Cookeville, TN | Dec 2017 - Current | 6 |
| (dba) Southeast Wealth Management | Cookeville, TN | Oct 2014 - Dec 2019 | 5 |
| Lincoln Financial Securities Corp | Cookeville, TN | Dec 2014 - Dec 2017 | 3 |
| Lpl Financial LLC | Cookeville, TN | Jul 2004 - Dec 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
- TN
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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