Patrick McDowell, financial advisor Miramar Beach FL
90 score

Patrick McDowell

CRD Number: 5940329
Current Firm: Arbor Wealth Management, LLC

Patrick McDowell (CRD# 5940329) is an Investment Advisor Representative working at Arbor Wealth Management, LLC in Miramar Beach, FL and has over 5 years of experience in the finance industry.

Similar Advisors
David Barton, financial advisor Miramar Beach FL
David E. Barton
CRD# 1809099
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Michael Bedsole, financial advisor Miramar Beach FL
Michael G. Bedsole
CRD# 2630833
Suntrust Investment Services, Inc.
Score
96
Similar Advisors
Virginia Lind, financial advisor Miramar Beach FL
Virginia A. Lind
CRD# 1342387
Planmember Securities Corporation
Score
96
Company Name Location Dates Years
Arbor Wealth Management, LLC Miramar Beach, FL Jun 2011 - Current 5
Arbor Wealth Management, LLC Miramar Beach, FL May 2010 - Current 6
Not Employed Miramar Beach, FL Sep 2000 - May 2010 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Patrick R. McDowell
Phone Number: 850-608-6121
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    140
    MILLIONS
  • Total Number of Accounts
    609
    ACCOUNTS
  • Average Account Value
    $229,578
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, GA, LA

Ready to hire a financial advisor? Get competitive proposals from Patrick McDowell and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.