Patrick Boran, financial advisor Stroudsburg PA

Patrick Boran

CRD Number: 5438014
Current Firm: Ameriprise Financial Services, LLC

Patrick Boran (CRD# 5438014) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Stroudsburg, PA and has over 16 years of experience in the finance industry.

Similar Advisors
Jason Abruzere, financial advisor Stroudsburg PA
Jason E. Abruzere
CRD# 4121049
Weyhill Investment Counsel, LLC
Similar Advisors
William Adamski, financial advisor Stroudsburg PA
William T. Adamski
CRD# 4266534
Vanderbilt Advisory Services
Similar Advisors
Neil Altshuler, financial advisor Stroudsburg PA
Neil J. Altshuler
CRD# 3200517
Lpl Financial LLC
Company Name Location Dates Years
Ameriprise Financial Services, LLC Stroudsburg, PA Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Stroudsburg, PA Jan 2020 - Current 4
Essa Bank & Trust Stroudsburg, PA Oct 2015 - Current 8
Cetera Investment Services LLC St. Cloud, MN Oct 2015 - Dec 2019 4
Cetera Investment Advisers LLC Stroudsburg, PA Oct 2015 - Dec 2019 4
The Vanguard Group, Inc. Malvern, PA May 2013 - Oct 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Patrick M. Boran
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Patrick Boran and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.