Patrick ShieldsCRD Number: 5916044
Current Firm: Questar Asset Management, Inc.
Patrick Shields (CRD# 5916044) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Lake Charles, LA and has over 4 years of experience in the finance industry.
Lpl Financial LLC
Securities America Advisors, Inc.
Raymond James Financial Services Advisors, Inc.
|Gcg Wealth Management||Charlotte, NC||Apr 2013 - Current||3|
|Questar Asset Management||Minneapolis, MN||Mar 2013 - Current||3|
|Questar Capital Corporation||Minneapolis, MN||Mar 2013 - Current||3|
|Planto Roe Financial Services||Lake Charles, LA||Aug 2011 - May 2013||1|
|Securian Financial Services||St. Paul, MN||Aug 2011 - May 2013||1|
|Minnesota Life Insurance Company||St. Paul, MN||Aug 2011 - May 2013||1|
|Securian Financial Services Inc.||St Paul, MN||Apr 2011 - May 2011||< 1|
|Cargill Inc.||Lecompte, LA||Mar 2005 - Mar 2011||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management839MILLIONS
Total Number of Accounts5,071ACCOUNTS
Average Account Value$165,362
- 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
- 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, 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