Patrick HowleyCRD Number: 1087721
Current Firm: Mariner Wealth Advisors, LLC
Patrick Howley (CRD# 1087721) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Saint Louis, MO and has over 35 years of experience in the finance industry. Patrick Howley 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.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Montage Securities, LLC||St. Louis, MO||Jun 2015 - Current||2|
|Mariner Wealth Advisors||St. Louis, MO||Jun 2015 - Current||2|
|Mariner Wealth Advisors - St. Louis||St. Louis, MO||Jun 2015 - Current||2|
|Purshe Kaplan Sterling||Albany, NY||Jan 2010 - Jun 2015||5|
|Moneta Group||St. Louis, MO||Jan 2010 - Jun 2015||5|
|Wachovia Securities, LLC||Des Peres, MO||Jan 2008 - Jan 2010||2|
|A. G. Edwards & Sons, Inc.||St. Louis, MO||Nov 1988 - Jan 2010||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1983|
Total Assets Under Management896MILLIONS
Total Number of Accounts2,881ACCOUNTS
Average Account Value$311,045
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, VT, WA, WI