Patricia Tisdale (CRD# 2789599) is an Investment Advisor Representative working at Ulrich Investment Consultants in Spokane, WA and has over 24 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 6408097
Interfund Management Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ulrich Consulting And Investment Group, LLC | Spokane, WA | Jan 2021 - Current | 3 |
| Ulrich Consulting Group, LLC | Spokane, WA | Aug 2017 - Dec 2020 | 3 |
| Estate Strategies, Inc. | Spokane, WA | Jul 2011 - Mar 2018 | 6 |
| Lpl Financial LLC | Spokane, WA | Apr 2014 - Nov 2017 | 3 |
| Pinkerton Retirement Specialists, LLC | Spokane, WA | Apr 2014 - Nov 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2006 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WA
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Total Assets Under Management3,279MILLIONS
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Total Number of Accounts999ACCOUNTS
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Average Account Value$3,282,539
- 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)
AZ, CA, CO, FL, ID, LA, NM, NV, OR, TX, WA
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