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 3 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
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