Patrick Mundlin (CRD# 6637384) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 7 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oakwood Capital Securities, Inc. | Minneapolis, MN | Jan 2024 - Current | < 1 |
| 49 Wealth Management LLC | Austin, TX | Jan 2023 - Current | 1 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Oct 2019 - Jan 2024 | 4 |
| Thrivent Advisor Network, LLC | Austin, TX | Jun 2020 - Dec 2022 | 2 |
| Axa Advisors LLC | New York, NY | Jun 2016 - Oct 2019 | 3 |
| Texas Custom Apparel | College Station, TX | Nov 2014 - May 2016 | 1 |
| Texas A&m University | College Station, TX | Aug 2012 - May 2016 | 3 |
| Pricewaters Coopers | Dallas, TX | Jun 2015 - Jul 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- GA
-
Total Assets Under Management566MILLIONS
-
Total Number of Accounts3,364ACCOUNTS
-
Average Account Value$168,317
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AR, CA, FL, GA, MN, NC, TX
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