Patrick FarrellCRD Number: 1454441
Current Firm: Investacorp Advisory Services Inc.
Patrick Farrell (CRD# 1454441) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Miami, FL and has over 18 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Investacorp Advisory Services, Inc.||Maimi Lakes, FL||Apr 2000 - Current||17|
|Investacorp, Inc.||Miami Lakes, FL||Dec 1984 - Current||32|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 1998|
Total Assets Under Management1,606MILLIONS
Total Number of Accounts6,229ACCOUNTS
Average Account Value$257,783
- 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)