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)
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