Patrick Lawler (CRD# 4870915) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Scarborough, ME and has over 19 years of experience in the finance industry.
CRD# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Scarborough, ME | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Scarborough, ME | Sep 2005 - Mar 2020 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
- ME
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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 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
- Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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