Patricia Halpern, financial advisor Flemington NJ
93 score

Patricia Halpern

CRD Number: 1144600
Current Firm: Wells Fargo Advisors, LLC

Patricia Halpern (CRD# 1144600) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Flemington, NJ and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Hillsborough, NJ May 2009 - Current 7
City Federal Savings & Loan Asso. Summit, NJ Apr 1984 - Current 32
Wachovia Securities, LLC Hillsborough, NJ Jan 2008 - May 2009 1
A.g. Edwards Belle Mead, NJ May 1990 - Jan 2008 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
Contact Info for Patricia L. Halpern
Phone Number: 314-875-3000
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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