Patrick CarlinCRD Number: 7098687
Current Firm: Oppenheimer & Company Inc.
Patrick Carlin (CRD# 7098687) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in San Francisco, CA and has over 2 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Oppenheimer & Company Inc.||San Francisco, CA||Oct 2019 - Current||3|
|University Of Oregon||Eugene, OR||Aug 2015 - Sep 2019||4|
|Forester's Financial||Beaverton, OR||Apr 2019 - Jun 2019||< 1|
|Vector Marketing||Eugene, OR||Apr 2018 - Jul 2018||< 1|
|Atlas Technology Group||San Francisco, CA||Jun 2017 - Sep 2017||< 1|
|Marin Sports Academy||Kentfield, CA||Jun 2015 - Aug 2016||1|
|Marin Catholic High School||Kentfield, CA||Aug 2011 - Jun 2015||3|
|Delagnes, Mitchell, And Linder, LLP||San Francisco, CA||Jun 2014 - Aug 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2020|
Total Assets Under Management27,024MILLIONS
Total Number of Accounts30,576ACCOUNTS
Average Account Value$883,838
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based 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)
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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