Patrick Egan, financial advisor Glendora CA
96 score

Patrick Egan

CRD Number: 2973478
Current Firm: Western International Securities

Patrick Egan (CRD# 2973478) is an Investment Advisor Representative working at Western International Securities in Glendora, CA and has over 18 years of experience in the finance industry. Patrick Egan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Coordinated Wealth Management, LLC Glendale, CA Dec 2014 - Current 2
Western International Securities, Inc. Glendale, CA Jan 2007 - Current 9
Patrick Egan - Practicing, Licensed Tax Preparer Glendale, CA Jan 1998 - Current 18
Western International Securities, Inc. Pasadena, CA Apr 2001 - Jan 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Patrick M. Egan
Phone Number: 626-793-7717
Firm Website: http://www.wisdirect.com
Registered State(s):
  • AZ
  • FL
  • UT
  • VA
  • OR
  • CA
  • NV
  • TX
  • WA
  • SC
By the Numbers
  • Total Assets Under Management
    900
    MILLIONS
  • Total Number of Accounts
    3,400
    ACCOUNTS
  • Average Account Value
    $264,706
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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