Patrick O'clair (CRD# 7689778) is an Investment Advisor Representative working at Cuso Financial Services in High Point, NC and has 1 year of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cuso Financial Services, LP | San Diego, CA | Sep 2023 - Current | < 1 |
Allegacy Federal Credit Union | Clemmons, NC | Sep 2023 - Current | < 1 |
Cuso Financial Services, LP | San Diego, CA | Jan 2023 - Sep 2023 | < 1 |
Allegacy Investment Group (branch Of Allegacy Fcu) | Clemmons, NC | Jan 2023 - Sep 2023 | < 1 |
Allegacy Federal Credit Union | Clemmons, NC | Jan 2022 - Jan 2023 | 1 |
Guys Automotive Solutions | Winston Salem, NC | Sep 2021 - Nov 2021 | < 1 |
Bob King Automotive | Winston Salem, NC | Jan 2019 - Aug 2021 | 2 |
Bob King Automotive | Winston Salem, NC | Jun 2015 - Dec 2018 | 3 |
Vann York Toyota | High Point, NC | May 2014 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- NC
-
Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
-
Average Account Value$172,978
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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