Patrick Halpin, financial advisor Olympia Fields IL

Patrick Halpin

CRD Number: 1592082
Current Firm: Interactive Financial Advisors

Patrick Halpin (CRD# 1592082) is an Investment Advisor Representative working at Interactive Financial Advisors in Olympia Fields, IL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Interactive Financial Advisors Oakbrook, IL Oct 2016 - Current 7
Brooklight Place Securities, Inc. Olympia Fields, IL Apr 2009 - Dec 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1991
S65 NASAA Investment Advisors Law Examination Apr 2017
Contact Info for Patrick F. Halpin
Phone Number: 630-472-1300
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    285
    MILLIONS
  • Total Number of Accounts
    3,152
    ACCOUNTS
  • Average Account Value
    $90,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MI, MN, MT, NC, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV

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