Patrick MoylanCRD 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 14 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.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Arbor Point Advisors||Omaha, NE||Mar 2017 - Current||1|
|Securities America Advisors, Inc.||Omaha, NE||Feb 2012 - Current||6|
|Moylan Kropp Retirement Planning||Omaha, NE||Jan 2012 - Current||6|
|Securities America, Inc.||Omaha, NE||Jul 2003 - Current||14|
|Moylan Kropp Retirement Planning||Omaha, NE||May 1997 - Apr 2011||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2003|
|S65||NASAA Investment Advisors Law Examination||May 2006|
Total Assets Under Management15,610MILLIONS
Total Number of Accounts105,891ACCOUNTS
Average Account Value$147,418
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops