Patrick SullivanCRD Number: 1136406
Current Firm: Commonwealth Financial Network
Patrick Sullivan (CRD# 1136406) is an Investment Advisor Representative working at Commonwealth Financial Network in Fort Wayne, IN and has over 34 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Commonwealth Financial Network||Waltham, MA||Feb 2018 - Current||< 1|
|Hylant Group||Toledo, OH||Apr 2001 - Current||17|
|Rehmann Fiancial Network, LLC||Lansing, MI||Jan 2017 - Feb 2018||1|
|Royal Alliance Associates||Fort Wayne, IN||Oct 2010 - Feb 2018||7|
|Nrp Advisors, Inc.||Bryan, OH||Mar 2008 - Oct 2010||2|
|Nrp Financial, Inc.||Bryan, OH||Jul 2007 - Oct 2010||3|
|Nrp Financial, Inc.||Bryan, OH||Jul 2007 - Oct 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1983|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management61,475MILLIONS
Total Number of Accounts261,237ACCOUNTS
Average Account Value$235,323
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY