Patrick NugentCRD Number: 3166224
Current Firm: Usaa Financial Planning Services
Patrick Nugent (CRD# 3166224) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 17 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Advisors Inc.||Phoenix, AZ||Apr 2011 - Current||5|
|Usaa Financial Planning Services||Phoenix, AZ||Apr 2011 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Phoenix, AZ||Dec 1998 - Apr 2011||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
|S66||NASAA Uniform Combined State Law Examination||Mar 1999|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- 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, VI, VT, WA, WI, WV