Patrick Giddens (CRD# 2065349) is an Investment Advisor Representative working at Wade Financial Advisory, Inc. in Campbell, CA and has over 33 years of experience in the finance industry. Patrick Giddens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wade Financial Advisory | Campbell, CA | Jul 2019 - Current | 4 |
| Intuit | Mountain View, CA | Dec 2017 - Current | 6 |
| Zeiders Enterprises | Woodbridge, VA | Aug 2014 - Current | 9 |
| Johnson Lyman Wealth Advisors | Los Altos, CA | Jul 2015 - Jun 2019 | 3 |
| Johnson Lyman Wealth Advisors | Palo Alto, CA | Jan 2009 - Jul 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1990 |
- CA
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Total Assets Under Management673MILLIONS
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Total Number of Accounts255ACCOUNTS
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Average Account Value$2,638,949
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, MA, OR, TX, WA
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