Patricia ArdernCRD Number: 5534131
Current Firm: Transamerica Financial Advisors, Inc.
Patricia Ardern (CRD# 5534131) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Stillwater, OK and has over 9 years of experience in the finance industry.
Lpl Financial LLC
1st Global Advisors Inc.
Ward Wealth Management Services, Inc.
|Rev.com||San Francisco, CA||Oct 2017 - Current||< 1|
|Stillwater Frontier Rotary Club||Stillwater, OK||Jul 2013 - Current||4|
|Transamerica Financial Advisors, Inc.||Stillwater, OK||Jan 2012 - Current||6|
|Debtmerica||Santa Ana, CA||Apr 2011 - Current||7|
|World Financial Group||Stillwater, OK||Feb 2008 - Current||10|
|Investment Advisors Intermational, Inc.||Greenwood Village, CO||Feb 2010 - Jan 2012||1|
|World Group Securities||Greenwood Village, CO||May 2008 - Jan 2012||3|
|Twisted River Imports||Parker, CO||Jul 2007 - Nov 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
|S65||NASAA Investment Advisors Law Examination||May 2009|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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