Patrice Macgibbon, financial advisor Edina MN
93 score

Patrice Macgibbon

CRD Number: 1215140
Current Firm: Capstone Advisory Group LLC

Patrice Macgibbon (CRD# 1215140) is an Investment Advisor Representative working at Capstone Advisory Group LLC in Edina, MN and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Inc. Fairfield, IA Nov 2012 - Current 3
Capstone Advisory Group Edina, MN Nov 2012 - Current 3
Charles Schwab Bank Edina, MN Feb 2012 - Nov 2012 < 1
Charles Schwab & Company, Inc. St. Paul, MN Jan 2012 - Nov 2012 < 1
Unemployed Eden Prairie, MN Nov 2011 - Jan 2012 < 1
Wells Fargo Advisors LLC Minneapolis, MN Jan 2011 - Nov 2011 < 1
Wells Fargo Investments, LLC Minneapolis, MN Jun 2005 - Oct 2011 6
Western Life Insurance Company Minneapolis, MN Aug 1983 - Jun 2011 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
Contact Info for Patrice M. Macgibbon
Phone Number: 952-562-2440
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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