Patrick McClernon
CRD Number: 6606779Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Patrick McClernon (CRD# 6606779) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pasadena, TX and has over 6 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Kingwood, TX | Feb 2020 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kingwood, TX | Jan 2020 - Current | 4 |
| Edward Jones | St Louis, MO | Feb 2018 - Jan 2020 | 1 |
| Kingwood Lacrosse | Kingwood, TX | Sep 2016 - May 2018 | 1 |
| Bluewater Books | Houston, TX | Jan 2016 - May 2018 | 2 |
| Edward Jones | Kingwood, TX | Feb 2016 - Feb 2018 | 2 |
| Republic Finance | Baton Rouge, LA | Jun 2015 - Dec 2015 | < 1 |
| Crispy Catch | Baton Rouge, LA | Feb 2015 - Jun 2015 | < 1 |
| Louisiana State University | Baton Rouge, LA | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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