Patrick Farrell, financial advisor Princeton IL
93 score

Patrick Farrell

CRD Number: 872923
Current Firm: Securities America Advisors, Inc.

Patrick Farrell (CRD# 872923) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Princeton, IL and has over 36 years of experience in the finance industry.

Similar Advisors
Louis Wasilewski, financial advisor Princeton IL
Louis J. Wasilewski
CRD# 1976717
Investment Centers Of America, Inc.
Score
98
Similar Advisors
Henry Burt, financial advisor Princeton IL
Henry J. Burt
CRD# 2014291
Lpl Financial LLC
Score
96
Similar Advisors
Lucas O'brien, financial advisor Princeton IL
Lucas S. O'brien
CRD# 3096381
Edward Jones
Score
96
Company Name Location Dates Years
Securities America Advisors Princeton, IL Nov 2012 - Current 4
Securities America, Inc. Princeton, IL Nov 2012 - Current 4
Eagle One Investments Princeton, IL Aug 1998 - Nov 2012 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1980
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Patrick S. Farrell
Phone Number: 402-399-9111
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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

Ready to hire a financial advisor? Get competitive proposals from Patrick Farrell and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.