Patrick Kramer (CRD# 3037096) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charleston , SC and has over 24 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services | Charleston, SC | Oct 2018 - Current | 5 |
| Massmutual | Charleston, SC | Sep 2018 - Current | 5 |
| Pruco Securities LLC | Mt. Pleasant, SC | Aug 2016 - Aug 2018 | 2 |
| The Prudential Insurance Company Of America | Mt. Pleasant, SC | Jul 2016 - Aug 2018 | 2 |
| Unemployed | Mt. Pleasant, SC | Apr 2016 - Jul 2016 | < 1 |
| Fisher Investments | Camas, WA | Apr 2014 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
| S63 | Uniform Securities State Law Examination | Nov 2016 |
- SC
- TX
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Total Assets Under Management72,828MILLIONS
-
Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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