Patrick KacsurCRD Number: 6211490
Current Firm: Relative Value Partners, LLC
Patrick Kacsur (CRD# 6211490) is an Investment Advisor Representative working at Relative Value Partners, LLC in Northbrook, IL and has over 3 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Relative Value Partners Group, LLC||Northbrook, IL||Jul 2015 - Current||1|
|Relative Value Partners||Northbrook, IL||Aug 2011 - Jul 2015||3|
|Orcsa||Chicago, IL||Jan 2008 - Aug 2011||3|
|University Of Chicago||Chicago, IL||Sep 2007 - Jun 2011||3|
|Mizuho||Chicago, IL||Jun 2010 - Sep 2010||< 1|
|Market Basket||O'fallon, IL||May 2007 - Aug 2007||< 1|
|Althoff Catholic High School||Belleville, IL||Sep 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2013|
Total Assets Under Management970MILLIONS
Total Number of Accounts841ACCOUNTS
Average Account Value$1,153,438
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, IL, LA, MA, NJ, NY, WI
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