Patrick DugginsCRD Number: 602504
Current Firm: Wells Fargo Clearing Services, LLC
Patrick Duggins (CRD# 602504) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Grand Island, NE and has over 40 years of experience in the finance industry.
Eagle Strategies LLC
Allen Capital Group, LLC
Allen Capital Group, LLC
|Wells Fargo Clearing Services, LLC||Grand Island, NE||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||Grand Island, NE||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1982|
|S65||NASAA Investment Advisors Law Examination||Feb 2007|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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)
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, WY
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