Patrick McMahon, financial advisor San Mateo CA
93 score

Patrick McMahon

CRD Number: 5432968
Current Firm: Fisher Investments

Patrick McMahon (CRD# 5432968) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Woodside, CA Aug 2012 - Current 4
Tejas Securities Group, Inc. Austin, TX Jul 2011 - Aug 2012 1
Off And Away Seattle, WA Dec 2010 - Apr 2011 < 1
Fidelity Investments New York, NY Feb 2008 - Dec 2010 2
Wachovia Securities Seattle, WA Sep 2007 - Feb 2008 < 1
Seattle City Valet Seattle, WA Jun 2007 - Jan 2008 < 1
Graylyn International Conference Center Winston-salem, NC Jun 2005 - May 2007 1
Wake Forest University Winston-salem, NC Aug 2003 - May 2007 3
Valuepoint Consulting Winston-salem, NC Jul 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2013
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Patrick M. McMahon
Phone Number: 800-851-8845
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    65,442
    MILLIONS
  • Total Number of Accounts
    57,982
    ACCOUNTS
  • Average Account Value
    $1,128,654
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, 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

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

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