Patrick Dowd, financial advisor Jacksonville FL
93 score

Patrick Dowd

CRD Number: 1995736
Current Firm: Prudential Financial Planning Services

Patrick Dowd (CRD# 1995736) is an Investment Advisor Representative working at Prudential Financial Planning Services in Jacksonville, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities,llc Jacksonville, FL Aug 1990 - Current 26
The Prudential Insurance Company Of America Jacksonville, FL Aug 1990 - Current 26
Precision Moving Services S Hackensack, NY May 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Patrick H. Dowd
Phone Number: 800-235-7637
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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