Patrick GaulCRD Number: 5065146
Current Firm: Envestnet Pmc
Patrick Gaul (CRD# 5065146) is an Investment Advisor Representative working at Envestnet Pmc in Raleigh, NC and has over 6 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Ameriprise Financial||Granville, OH||Apr 2006 - Dec 2015||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2015|
Total Assets Under Management224,723MILLIONS
Total Number of Accounts931,294ACCOUNTS
Average Account Value$241,301
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
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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