Patricia Cozine-Cole (CRD# 2275612) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Oak Harbor, WA and has over 31 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 1360876
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Flip Digs 7 LLC | Oak Harbor, WA | Aug 2015 - Current | 8 |
| Transamerica Financial Advisors, Inc. | Oak Harbor, WA | Jan 2012 - Current | 12 |
| Wfg | Oak Harbor, WA | Jun 2001 - Current | 22 |
| North Whidbey Fire & Rescue Citizens's Advisory Committee | Oak Harbor, WA | Sep 2020 - Aug 2023 | 2 |
| Pcc Rental Income | Oak Harbor, WA | Oct 2014 - Aug 2023 | 8 |
| Cozine Properties | Oak Harbor, WA | Nov 2014 - Apr 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2004 |
- WA
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Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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