Patricia McTierCRD Number: 6144371
Current Firm: Wealth And Pension Services Group Inc.
Patricia McTier (CRD# 6144371) is an Investment Advisor Representative working at Wealth And Pension Services Group Inc. in Marietta, GA and has over 3 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Wealth & Pension Services Group, Inc.||Marietta, GA||Mar 2016 - Current||< 1|
|Triad Advisors, Inc.||Norcross, GA||Mar 2016 - Current||< 1|
|Vining Financial Services Inc.||Marietta, GA||Mar 2016 - Current||< 1|
|The O.n. Equity Sales Company||Cincinnati, OH||Jan 2015 - Mar 2016||1|
|Ohio National Insurance Agency||Cincinnati, OH||Nov 2014 - Mar 2016||1|
|Equity Services Inc.||Montpelier, VT||Jul 2013 - Nov 2014||1|
|National Life Group||Montpelier, VT||Jun 2013 - Nov 2014||1|
|National Financial Services Group||Atlanta, GA||Jun 2013 - Nov 2014||1|
|Pnc Investments||Pittsburgh, PA||Dec 2012 - Jun 2013||< 1|
|Pnc Bank||Marietta, GA||Mar 2012 - Jun 2013||1|
|Rbc Bank||Marietta, GA||Sep 2006 - Mar 2012||5|
|Publix||Marietta, GA||Jun 2004 - Sep 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management284MILLIONS
Total Number of Accounts829ACCOUNTS
Average Account Value$343,022
- 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)
CA, FL, GA, IN, NC, TN, TX
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