Patricia Kollath (CRD# 5512242) is an Investment Advisor Representative working at Inspired Financial Planners in Gulfport, MS and has over 9 years of experience in the finance industry. Patricia Kollath 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.
CRD# 1442341
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4404920
Stifel, Nicolaus & Company, Incorporated
CRD# 6898590
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Inspired Financial Planners, LLC | Ocean Springs, MS | Jun 2019 - Current | 4 |
| Clark Asset Management, LLC | Portsmouth, NH | Apr 2019 - Jan 2020 | < 1 |
| Lpl Financial LLC | Ocean Springs, MS | Mar 2018 - Apr 2019 | 1 |
| Avl Wealthcare, LLC | Gulfport, MS | Apr 2014 - Feb 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
| S63 | Uniform Securities State Law Examination | Oct 2018 |
- LA
- MS
- NC
- TX
-
Total Assets Under Management49MILLIONS
-
Total Number of Accounts94ACCOUNTS
-
Average Account Value$516,853
- 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
LA, MS, NC, TX
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