Patricia PrawlCRD Number: 4632178
Current Firm: Nfp Advisor Services, LLC
Patricia Prawl (CRD# 4632178) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Stillwater, OK and has over 14 years of experience in the finance industry. Patricia Prawl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
1st Global Advisors Inc.
Ward Wealth Management Services, Inc.
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||1|
|Houston & Company||Stillwater, OK||Jan 1979 - Current||39|
|Nfp Securities, Inc.||Stillwater, OK||Jul 2004 - Apr 2016||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2003|
Total Assets Under Management12,254MILLIONS
Total Number of Accounts54,412ACCOUNTS
Average Account Value$225,208
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)