Patricia Houlihan, financial advisor Reston VA
96 score

Patricia Houlihan

CRD 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 31 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.

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Professional Designations
Company Name Location Dates Years
Houlihan Financial Resource Group, Ltd. Reston, VA Aug 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Nov 1991
Contact Info for Patricia P. Houlihan
Phone Number: 703-796-0800
Registered State(s):
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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