Patricia Bush (CRD# 7227352) is an Investment Advisor Representative working at Bestgate Wealth Advisors, LLC in Frederick, MD and has over 4 years of experience in the finance industry.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bestgate Tax And Accounting Advisors | Frederick, MD | Jan 2020 - Current | 4 |
| Bestgate Wealth Advisors, LLC | Frederick, MD | Jan 2020 - Current | 4 |
| Squire, Lemkin + Company, LLP | Rockville, MD | Jan 2016 - Dec 2019 | 3 |
| Rsm Us LLP | Frederick, MD | Jan 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- MD
- VA
-
Total Assets Under Management94MILLIONS
-
Total Number of Accounts315ACCOUNTS
-
Average Account Value$299,969
- A percentage of assets under your management
- 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)
MD, VA
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