Patricia HeaslerCRD Number: 5359952
Current Firm: Wells Fargo Advisors, LLC
Patricia Heasler (CRD# 5359952) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Kennewick, WA and has over 10 years of experience in the finance industry.
D.a. Davidson & Company
Valic Financial Advisors, Inc.
|Wells Fargo Advisors, LLC||Kennewick, WA||Nov 2015 - Current||1|
|Ps Property Management||Richland, WA||Jan 1992 - Current||25|
|J.p. Morgan Securities LLC||Kennewick, WA||Oct 2012 - Nov 2015||3|
|Chase Investment Services Corp.||Kennewick, WA||Sep 2009 - Oct 2012||3|
|Richland Public Library Foundation||Richland, WA||Feb 2010 - Sep 2012||2|
|Waddell & Reed Inc.||Kennewick, WA||Jul 2009 - Aug 2009||< 1|
|Various Insurance Carriers For W & R Insurance Agencies||Richland, WA||Jul 2009 - Aug 2009||< 1|
|Ubs Financial Services||Kennewick, WA||May 2007 - Jun 2009||2|
|Washington State University Nw Public Radio||Richland, WA||Mar 2004 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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