Patrick Phelan (CRD# 6353573) is an Investment Advisor Representative working at Eagle Strategies LLC in Eastham, MA and has over 8 years of experience in the finance industry.
CRD# 4661335
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4840974
Arakelian, Carol
CRD# 1423668
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| White Cap Financial And Insurance Services | Eastham, MA | Sep 2023 - Current | < 1 |
| Eagle Strategies LLC | Hyannis, MA | Jun 2017 - Current | 6 |
| Nylife Securities LLC | Hyannis, MA | Aug 2014 - Current | 9 |
| New York Life Insurance Co | Hyannis, MA | Jun 2014 - Current | 9 |
| Unemployed | Brewster, MA | Nov 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
| S63 | Uniform Securities State Law Examination | Dec 2015 |
- MA
- TX
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Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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