Patrick McClernonCRD Number: 6606779
Current 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 Kingwood, TX and has over 3 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Bank Of America N.a.||Kingwood, TX||Feb 2020 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Kingwood, TX||Jan 2020 - Current||1|
|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|
|Comcast Sportsnet||Houston, TX||Jun 2013 - Aug 2013||< 1|
|Kingwood Country Club||Kingwood, TX||Apr 2010 - Aug 2012||2|
|Manhattenville College||Purchase, NY||Aug 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, 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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