Patricia Ardern (CRD# 5534131) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Stillwater, OK and has over 15 years of experience in the finance industry.
CRD# 6456926
Avantax Advisory Services
CRD# 5166654
Avantax Advisory Services
CRD# 1266819
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Rev.com | San Francisco, CA | Oct 2017 - Current | 6 |
Wealthwave | Johns Creek, GA | Jan 2014 - Current | 10 |
Transamerica Financial Advisors, Inc. | Stillwater, OK | Jan 2012 - Current | 12 |
World Financial Group | Stillwater, OK | Feb 2008 - Current | 16 |
College Loan Freedom | Henderson, NV | Nov 2020 - Feb 2023 | 2 |
Debtmerica | Santa Ana, CA | Apr 2011 - Feb 2023 | 11 |
Stillwater Frontier Rotary Club | Stillwater, OK | Jul 2013 - Dec 2020 | 7 |
United States Census Bureau | Stillwater, OK | May 2020 - Oct 2020 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2008 |
S65 | NASAA Investment Advisors Law Examination | May 2009 |
- OK
- TX
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, VI, VT, WA, WI, WV, WY
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