Patrick Audet, financial advisor Portland OR

Patrick Audet

CRD Number: 7060733
Current Firm: Valic Financial Advisors, Inc.

Patrick Audet (CRD# 7060733) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Portland, OR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Agia Houston, TX Dec 2022 - Current < 1
Valic Financial Advisors, Inc. Portland, OR Mar 2019 - Current 3
Unemployed Helena, MT Jan 2019 - Mar 2019 < 1
School Administrators Of Montana Helena, MT Aug 2014 - Dec 2018 4
Verizon Helena, MT Jul 2014 - Jul 2014 < 1
Park Cit School District Park City, MT Jul 2011 - Jun 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Patrick R. Audet
Phone Number: 866-544-4968
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    26,915
    MILLIONS
  • Total Number of Accounts
    359,447
    ACCOUNTS
  • Average Account Value
    $74,880
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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