Patrick Feeney, financial advisor Swansea IL
93 score

Patrick Feeney

CRD Number: 5372219
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC

Patrick Feeney (CRD# 5372219) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Swansea, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Jjb Hilliard Wl Lyons LLC Louisville, KY Nov 2013 - Current 3
Gabelli & Company, Inc. Rye, NY Jun 2007 - Current 9
G.distributors, LLC Rye, NY Feb 2012 - Oct 2013 1
University Of Miami Miami, FL Aug 2003 - May 2007 3
Assurant, Inc. Miami, FL Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
S63 Uniform Securities State Law Examination Aug 2007
Contact Info for Patrick R. Feeney
Phone Number: 502-588-8400
Firm Website: http://www.hilliard.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    6,179
    MILLIONS
  • Total Number of Accounts
    21,382
    ACCOUNTS
  • Average Account Value
    $288,982
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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