Patrick Conklin, financial advisor Seattle WA
89 score

Patrick Conklin

CRD Number: 6200472
Current Firm: Wells Fargo Advisors, LLC

Patrick Conklin (CRD# 6200472) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Seattle, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Seattle, WA Mar 2016 - Current < 1
Pruco Securities LLC Cincinnati, OH May 2013 - Mar 2016 2
Prudential Insurance Company Of America Cincinnati, OH May 2013 - Mar 2016 2
Miami University Oxford, OH Jul 2012 - May 2013 < 1
Lenovo Morrisville, NC May 2012 - Jul 2012 < 1
Miami University Oxford, OH Jul 2010 - May 2012 1
Southwestern Book Company Duluth, MN May 2010 - Jul 2010 < 1
Miami University Oxford, OH Aug 2009 - May 2010 < 1
Wellesley High School Wellesley, MA Aug 2008 - Aug 2009 1
John Hancock Financial Network Wellesley, MA May 2008 - Aug 2008 < 1
Wellesley High School Wellesley, MA May 2006 - May 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Patrick T. Conklin
Phone Number: 314-875-3000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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