Patrick Harmon (CRD# 6010929) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Roanoke, VA and has over 12 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America, Inc. | Roanoke, VA | Jul 2020 - Current | 3 |
Securities America Advisors, Inc. | Roanoke, VA | Jul 2020 - Current | 3 |
Untersee & Proutey Financial | Roanoke, VA | Jan 2018 - Current | 6 |
Patrick Harmon-mowing | Roanoke, VA | Jun 2007 - Current | 16 |
Investacorp Advisory Services | Miami, FL | Jan 2018 - Jul 2020 | 2 |
Investacorp Inc. | Miami, FL | Jan 2018 - Jul 2020 | 2 |
Equity Services, Inc. | Roanoke, VA | Apr 2012 - Jan 2018 | 5 |
National Life Group | Roanoke, VA | Jun 2011 - Dec 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2012 |
S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- NC
- VA
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Total Assets Under Management40,420MILLIONS
-
Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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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