Patricia DahlCRD Number: 2983778
Current Firm: Confluence Investment Management LLC
Patricia Dahl (CRD# 2983778) is an Investment Advisor Representative working at Confluence Investment Management LLC in Saint Louis, MO and has over 20 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Confluence Investment Management LLC||Saint Louis, MO||Feb 2008 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2000|
|S65||NASAA Investment Advisors Law Examination||Mar 1998|
Total Assets Under Management6,199MILLIONS
Total Number of Accounts13,724ACCOUNTS
Average Account Value$451,666
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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