Darrell PatrickCRD Number: 357750
Current Firm: Cutter & Company, Inc.
Darrell Patrick (CRD# 357750) is an Investment Advisor Representative working at Cutter & Company, Inc. in Dayton, OH and has over 31 years of experience in the finance industry.
Truly Prosper Financial Planning LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Cutter & Company, Inc.||Dayton, OH||Mar 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1990|
|S65||NASAA Investment Advisors Law Examination||Apr 1997|
Total Assets Under Management887MILLIONS
Total Number of Accounts2,202ACCOUNTS
Average Account Value$402,973
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI
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