Patrick Lough, financial advisor Oyster Bay NY

Patrick Lough

CRD Number: 2611776
Current Firm: Securities America Advisors, Inc.

Patrick Lough (CRD# 2611776) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Oyster Bay, NY and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Financial Associates LLC Jericho, NY Jul 2006 - Current 17
S & S, Ltc. Jericho, NY Jun 2005 - Current 18
First National Administrators New Hyde Park, NY Jan 2004 - Current 20
Securities America Advisors, Inc. Jericho, NY Sep 2003 - Current 20
Securities America, Inc. Jericho, NY Sep 2003 - Current 20
Vertical Lend, Inc. Melville, NY Sep 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
Contact Info for Patrick B. Lough
Phone Number: 402-399-9111
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    40,420
    MILLIONS
  • Total Number of Accounts
    211,150
    ACCOUNTS
  • Average Account Value
    $191,430
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

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