Patricia Webb (CRD# 4332751) is an Investment Advisor Representative working at Canon Capital Investment Advisory in Harleysville, PA and has over 24 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Canon Capital Management Group | Souderton, PA | Oct 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 1999 |
- PA
-
Total Assets Under Management210MILLIONS
-
Total Number of Accounts1,088ACCOUNTS
-
Average Account Value$193,432
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NC, NY, PA
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