Patrick MooneyCRD Number: 5539848
Current Firm: Wells Fargo Advisors, LLC
Patrick Mooney (CRD# 5539848) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Norfolk, VA and has over 8 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Wells Fargo Advisors LLC||Virginia Beach, VA||May 2008 - Current||9|
|Wachovia Securities||Richmond, VA||Jun 2007 - May 2009||1|
|Full0time Education||Williamsburg, VA||Aug 2007 - May 2008||< 1|
|Full-time Education||Richmond, VA||Jan 1999 - Jun 2007||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV