Patrick KellyCRD Number: 6206147
Current Firm: Wells Fargo Advisors, LLC
Patrick Kelly (CRD# 6206147) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Lebanon, NH and has over 4 years of experience in the finance industry.
Sj Boyle Wealth Planning, LLC
Chadwick & D'amato, LLC
Mascoma Wealth Management
|Wells Fargo Advisors, LLC||Lebanon, NH||Jun 2014 - Current||3|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jul 2013 - May 2014||< 1|
|Northwestern Mutual Investment Services, LLC||Manchester, NH||Jul 2013 - May 2014||< 1|
|Rivendell School District||Orford, NH||Sep 2013 - Dec 2013||< 1|
|Samuel Morey Elementary School||Fairlee, VT||Sep 2012 - Jun 2013||< 1|
|Bernice A Ray School||Hanover, NH||Sep 2012 - Jun 2013||< 1|
|Norwich Inn||Norwich, VT||Oct 2011 - Jun 2013||1|
|Jesses's Steakhouse||Hanover, NH||Feb 2011 - Oct 2011||< 1|
|Hypertherm||Hanover, NH||Jun 2010 - Jan 2011||< 1|
|Full Time Student||Lebanon, NH||Sep 2008 - May 2010||1|
|Dextrys||Wakefield, MA||Nov 2007 - Sep 2008||< 1|
|Verizon Wireless||Woburn, MA||Dec 2006 - Oct 2007||< 1|
|Be Design Group||Holbrook, MA||Sep 2005 - Oct 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2013|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.