Patrick Towne, financial advisor Lakeway TX
73 score

Patrick Towne

CRD Number: 4915655
Current Firm: Bee Cave Investment Advisors

Patrick Towne (CRD# 4915655) is an Investment Advisor Representative working at Bee Cave Investment Advisors in Lakeway, TX and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Revive My Portfolio Plano, TX Oct 2010 - Current 7
Flintrock Global Austin, TX Sep 2008 - Oct 2010 2
Direct Capital Securities, Inc. Austin, TX Apr 2008 - Sep 2008 < 1
Hawaii Pacific University Honolulu, HI Apr 2006 - Apr 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2005
S65 NASAA Investment Advisors Law Examination May 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Patrick A. Towne
Phone Number: 847-975-3171
Registered State(s):
  • CO
  • TX
Current Firm Details
Bee Cave Investment Advisors
Firm's CRD Number: 151245
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $21,429
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, TX

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BADGES
73

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