Patrick Moylan, financial advisor Omaha NE
96 score

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 13 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
Rick Young, financial advisor Omaha NE
Rick A. Young
CRD# 2747345
Cambridge Investment Research Advisors, Inc.
Score
101
Similar Advisors
Eric Gustafson, financial advisor Omaha NE
Eric A. Gustafson
CRD# 5305235
Wells Fargo Advisors, LLC
Score
100
Similar Advisors
Derek Burry, financial advisor Omaha NE
Derek M. Burry
CRD# 5864943
Mutual Of Omaha Investor Services, Inc.
Score
98
Professional Designations
Company Name Location Dates Years
Securities America Advisors, Inc. Omaha, NE Feb 2012 - Current 4
Moylan Kropp Retirement Planning Omaha, NE Jan 2012 - Current 4
Securities America, Inc. Omaha, NE Jul 2003 - Current 13
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
Contact Info for Patrick J. Moylan
Phone Number: 402-399-9111
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • 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

Ready to hire a financial advisor? Get competitive proposals from Patrick Moylan and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.