Patrick AudetCRD 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.
The H Group Washington, Inc.
Securities America Advisors, Inc.
Ameriprise Financial Services, LLC
|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|
Total Assets Under Management26,915MILLIONS
Total Number of Accounts359,447ACCOUNTS
Average Account Value$74,880
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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