Patrick Carlin, financial advisor San Rafael CA

Patrick Carlin

CRD Number: 7098687
Current Firm: Wells Fargo Advisors Financial Network, LLC

Patrick Carlin (CRD# 7098687) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in San Rafael, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC San Rafael, CA Nov 2023 - Current < 1
Oppenheimer & Company Inc. San Francisco, CA Oct 2019 - Nov 2023 4
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Patrick J. Carlin
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    103,107
    MILLIONS
  • Total Number of Accounts
    267,333
    ACCOUNTS
  • Average Account Value
    $385,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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