Patrick Ehsan (CRD# 1662083) is an Investment Advisor Representative working at Independent Financial Group, LLC in Stateline, NV and has over 32 years of experience in the finance industry.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 1489018
Aljian Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group | San Diego, CA | Feb 2011 - Current | 13 |
| Kettle Foods | Salem, OR | Oct 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
- NV
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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, VT, WA, WI, WV, WY
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