Patrick Howell (CRD# 4759452) is an Investment Advisor Representative working at Eagle Strategies LLC in East Burke, VT and has over 19 years of experience in the finance industry.
CRD# 5131861
Stifel, Nicolaus & Company, Incorporated
CRD# 6380209
Lpl Financial LLC
CRD# 6999291
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Nylife Securities LLC | Windsor, CT | Mar 2020 - Current | 4 |
Eagle Strategies LLC | Windsor, CT | Mar 2020 - Current | 4 |
New York Life Insurance Company | Windsor, CT | Dec 2019 - Current | 4 |
Ninja Mountain Bike Performance | Weatoque, CT | Apr 2018 - Oct 2023 | 5 |
Guardian Life Insurance Company | Farmington, CT | Mar 2019 - Jan 2020 | < 1 |
Park Avenue Securities | Farmington, CT | Mar 2019 - Jan 2020 | < 1 |
Mml Investors Services | Hamden, CT | May 2017 - Mar 2019 | 1 |
Mass Mutual Life Insurance Company | Hamden, CT | Apr 2017 - Mar 2019 | 1 |
Unemployed | Simsbury, CT | Aug 2016 - Apr 2017 | < 1 |
Benidorm Bikes | Canton, CT | Apr 2016 - Jul 2016 | < 1 |
Unemployed | Lake Linden, MI | Aug 2015 - Mar 2016 | < 1 |
Ameriprise Financial Services Inc. | Troy, MI | Apr 2014 - Aug 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2004 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- CT
- VT
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- 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)
- Publication of periodicals or newsletters
- 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, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.