Patrick Dugan, financial advisor New Orleans LA

Patrick Dugan

CRD Number: 5583959
Current Firm: Hightower Advisors, LLC

Patrick Dugan (CRD# 5583959) is an Investment Advisor Representative working at Hightower Advisors, LLC in New Orleans, LA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Hightower Advisors, LLC West Palm Beach, FL May 2017 - Current 6
Hightower Securities, LLC West Palm Beach, FL May 2017 - Current 6
Bank Of America, N.a. New Orleans, LA Jun 2011 - May 2017 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans, LA Oct 2009 - May 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Patrick M. Dugan
Phone Number: 312-962-3800
Registered State(s):
  • FL
  • LA
By the Numbers
  • Total Assets Under Management
    105,230
    MILLIONS
  • Total Number of Accounts
    144,757
    ACCOUNTS
  • Average Account Value
    $726,944
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
  • 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, VT, WA, WI, WV, WY

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