Patrick Duggan (CRD# 2849153) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lombard, IL and has over 12 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | Saint Cloud, MN | Aug 2022 - Current | 1 |
| Cetera Investment Advisers LLC | Lombard, IL | Aug 2022 - Current | 1 |
| Fifth Third Bank | Chicago, IL | Aug 2021 - Aug 2022 | 1 |
| Fifth Third Securities | Chicago, IL | Aug 2021 - Aug 2022 | 1 |
| U.s. Bancorp Investments, Inc. | Chicago, IL | Nov 2018 - Aug 2021 | 2 |
| Ameriprise Financial Services, Inc. | Chicago, IL | Nov 2017 - Oct 2018 | < 1 |
| J.p. Morgan Securities LLC | Chicago, IL | Oct 2014 - Nov 2017 | 3 |
| Bank Of America, N.a. | Chicago, IL | Mar 2012 - Oct 2014 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago, IL | Dec 2011 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- IL
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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