Patrick Moylan, financial advisor Omaha NE

Patrick Moylan

CRD Number: 4460556
Current Firm: Securities America Advisors, Inc.

Patrick Moylan (CRD# 4460556) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Omaha, NE and has over 20 years of experience in the finance industry. Patrick Moylan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Kyle Acre, financial advisor Omaha NE
Kyle Acre
CRD# 6243132
Edward Jones
Similar Advisors
Steve Adams, financial advisor Omaha NE
Steve M. Adams
CRD# 5297231
Charles Schwab & Company, Inc.
Similar Advisors
Michael Adelman, financial advisor Omaha NE
Michael J. Adelman
CRD# 6157826
Principal Advised Services
Professional Designations
Company Name Location Dates Years
Arbor Point Advisors Omaha, NE Mar 2017 - Current 7
Securities America Advisors, Inc. Omaha, NE Feb 2012 - Current 12
Moylan Kropp Retirement Planning Omaha, NE Jan 2012 - Current 12
Securities America, Inc. Omaha, NE Jul 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for Patrick J. Moylan
Phone Number: 402-399-9111
Registered State(s):
  • NE
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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

Ready to hire a financial advisor? Get competitive proposals from Patrick Moylan and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.