Patricia Cozine-Cole, financial advisor Oak Harbor WA

Patricia Cozine-Cole

CRD Number: 2275612
Current Firm: Transamerica Financial Advisors, Inc.

Patricia Cozine-Cole (CRD# 2275612) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Oak Harbor, WA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
North Whidbey Fire & Rescue Citizens's Advisory Committee Oak Harbor, WA Sep 2020 - Current 1
Flip Digs 7 LLC Oak Harbor, WA Aug 2015 - Current 6
Pcc Rental Income Oak Harbor, WA Oct 2014 - Current 7
Transamerica Financial Advisors, Inc. Oak Harbor, WA Jan 2012 - Current 9
Wfg Oak Harbor, WA Jun 2001 - Current 20
Cozine Properties Oak Harbor, WA Nov 2014 - Apr 2016 1
Investment Advisors International, Inc. Oak Harbor, WA Jul 2006 - Jan 2012 5
World Group Securities, Inc. Oak Harbor, WA Apr 2002 - Jan 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
S66 NASAA Uniform Combined State Law Examination Sep 2004
Contact Info for Patricia Cozine-Cole
Phone Number: 727-299-1800
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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