Patrick McDowell, financial advisor Miramar Beach FL
93 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 6 years of experience in the finance industry.

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Company Name Location Dates Years
Arbor Wealth Management, LLC Miramar Beach, FL Jun 2011 - Current 7
Arbor Wealth Management, LLC Miramar Beach, FL May 2010 - Current 8
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
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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