Patrick Chairs, financial advisor Hunt Valley MD

Patrick Chairs

CRD Number: 6755488
Current Firm: Prudential Financial Planning Services

Patrick Chairs (CRD# 6755488) is an Investment Advisor Representative working at Prudential Financial Planning Services in Hunt Valley, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Hunt Valley, MD Apr 2018 - Current 3
Pruco Securities LLC Hunt Valley, MD Apr 2018 - Current 3
Worthington Financial Partners Timonium, MD Nov 2016 - Apr 2018 1
Equity Services Inc. Montpelier, VT Feb 2016 - Apr 2018 2
Golftec North Bethesda North Bethesda, MD Jun 2015 - Oct 2016 1
Tpc Treviso Bay Naples, FL Oct 2014 - May 2015 < 1
Pine Lakes Country Club Myrtle Beach, SC Mar 2013 - Oct 2014 1
Oakley Myrtle Beach, SC Apr 2013 - Sep 2013 < 1
Coastal Carolina University Campus Rec Conway, SC Aug 2009 - Jun 2013 3
Coastal Carolina University Conway, SC Aug 2009 - May 2013 3
Kings Creek Country Club Rehoboth Beach, DE May 2012 - Aug 2012 < 1
The Woodlands Golf Course Windsor Mill, MD May 2010 - Aug 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2018
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Patrick M. Chairs
Phone Number: 800-235-7637
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    11,236
    MILLIONS
  • Total Number of Accounts
    70,757
    ACCOUNTS
  • Average Account Value
    $158,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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