Patricia HoulihanCRD Number: 1300173
Current Firm: Houlihan Financial Resource Group, Ltd.
Patricia Houlihan (CRD# 1300173) is an Investment Advisor Representative working at Houlihan Financial Resource Group, Ltd. in Reston, VA and has over 33 years of experience in the finance industry. Patricia Houlihan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Blue Ocean Global Wealth
David Wealth Management, LLC
Palatine Advisors, Inc.
|Houlihan Financial Resource Group, Ltd.||Reston, VA||Aug 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1984|
|S65||NASAA Investment Advisors Law Examination||Nov 1991|
Total Assets Under Management226MILLIONS
Total Number of Accounts517ACCOUNTS
Average Account Value$437,091
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
DC, MD, TX, VA