Patrick McDowell, financial advisor Miramar Beach FL

Patrick McDowell

CRD Number: 5940329
Current Firm: Mariner Wealth Advisors

Patrick McDowell (CRD# 5940329) is an Investment Advisor Representative working at Mariner Wealth Advisors in Miramar Beach, FL and has over 12 years of experience in the finance industry. Patrick McDowell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mariner Wealth Advisors Miramar Beach, FL Mar 2022 - Current 2
Arbor Wealth Management, LLC Miramar Beach, FL Jun 2011 - Feb 2022 10
Arbor Wealth Management, LLC Miramar Beach, FL May 2010 - Feb 2022 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Patrick R. McDowell
Phone Number: 913-904-5700
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    65,875
    MILLIONS
  • Total Number of Accounts
    112,465
    ACCOUNTS
  • Average Account Value
    $585,734
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, WY

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