Patrick OmalleyCRD Number: 1201531
Current Firm: H.d. Vest Advisory Services, Inc.
Patrick Omalley (CRD# 1201531) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Omaha, NE and has over 23 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|H.d.vest Insurance Agency, LLC||Irving, TX||Jun 2013 - Current||4|
|H.d. Vest Advisory Services||Omaha, NE||Nov 1998 - Current||19|
|H.d. Vest Investment Services||Omaha, NE||Feb 1998 - Current||20|
|Duchesne Academy||Omaha, NE||Sep 1994 - Current||23|
|Ambassador Real Estate||Omaha, NE||Mar 1984 - Current||34|
|Tax Help||Omaha, NE||Jan 1969 - Current||49|
|Dist. Personal Tax Service||Omaha, NE||Jan 1967 - Current||51|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1994|
|S65||NASAA Investment Advisors Law Examination||Aug 1998|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY