Patrick Carrigan (CRD# 6215506) is an Investment Advisor Representative working at Principal Securities, Inc. in Freeport, ME and has 1 year of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 5157367
Lpl Financial LLC
CRD# 2883211
R M Davis Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Life Insurance Company | Freeport, ME | Jan 2023 - Current | 1 |
| Principal Securities Inc. | Freeport, ME | Jan 2023 - Current | 1 |
| Bowley Builders | Kennebunk, ME | Apr 2021 - Jan 2023 | 1 |
| Classic Cottages | Alexandria, VA | Aug 2018 - Mar 2021 | 2 |
| Paradigm Building Group | Fairfax, VA | Feb 2016 - Aug 2018 | 2 |
| Mitre Corporation | Mclean, VA | Feb 2015 - Feb 2016 | 1 |
| Unemployed | Ocean City, MD | Aug 2014 - Feb 2015 | < 1 |
| Bridgewater Wealth/financial Management | Bethesda, MD | Feb 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- ME
-
Total Assets Under Management12,106MILLIONS
-
Total Number of Accounts54,844ACCOUNTS
-
Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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