Patrick Nugent, financial advisor Phoenix AZ

Patrick Nugent

CRD Number: 3166224
Current Firm: Schwab Wealth Advisory, Inc.

Patrick Nugent (CRD# 3166224) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Schwab Private Client Investment Advisory, Inc. Phoenix, AZ Jul 2019 - Current 4
Charles Schwab & Company, Inc. Phoenix, AZ Jul 2019 - Current 4
Usaa Investment Management Company San Antonio, TX Jan 2018 - Jul 2019 1
Usaa Financial Planning Services Phoenix, AZ Apr 2011 - Jul 2019 8
Usaa Financial Advisors Inc. Phoenix, AZ Apr 2011 - Jul 2019 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
S66 NASAA Uniform Combined State Law Examination Mar 1999
Contact Info for Patrick Nugent
Phone Number: 415-667-7000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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
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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