Patrick Burns, financial advisor Redmond WA
90 score

Patrick Burns

CRD Number: 6104008
Current Firm: Wells Fargo Advisors, LLC

Patrick Burns (CRD# 6104008) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Redmond, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Austin, TX Aug 2012 - Current 4
Wells Fargo Bank Na Austin, TX Feb 2011 - Current 5
Air Photo Inc. Everett, WA Apr 2010 - Feb 2011 < 1
Unemployed Chicago, IL Feb 2010 - Apr 2010 < 1
Sun Aero Helicopters Lansing, IL Jan 2009 - Feb 2010 1
Unemployed Phoenix, AZ Dec 2008 - Jan 2009 < 1
Pizza Hut Phoenix, AZ Jun 2008 - Dec 2008 < 1
Universal Helicopters Phoenix, AZ Oct 2007 - Dec 2008 1
Universal Helicopters Phoenix, AZ Feb 2007 - Oct 2007 < 1
Sardellas Pizza Phoenix, AZ Mar 2004 - Feb 2007 2
Arizona State University Phoenix, AZ Aug 2002 - Dec 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Patrick Burns
Phone Number: 314-875-3000
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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