Patrick Mulvihill, financial advisor Rockford MI
93 score

Patrick Mulvihill

CRD Number: 5372247
Current Firm: Principal Securities, Inc.

Patrick Mulvihill (CRD# 5372247) is an Investment Advisor Representative working at Principal Securities, Inc. in Rockford, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Princor Financial Services Corporation Grand Rapids, MI Nov 2009 - Current 7
Principal Life Insurance Company Grand Rapids, MI Nov 2009 - Apr 2014 4
Wachovia Securities, LLC Grand Rapids, MI Jan 2008 - Nov 2009 1
Ag Edwards & Sons Inc. Grand Rapids, MI Jun 2007 - Nov 2009 2
Rrc Rockford, MI Apr 1996 - Jun 2007 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Patrick J. Mulvihill
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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