Stanley Patrick (CRD# 6087163) is an Investment Advisor Representative working at Bush Wealth Management in Valdosta, GA and has over 9 years of experience in the finance industry.
CRD# 2198015
Equitable Advisors, LLC
CRD# 3081511
Stifel, Nicolaus & Company, Incorporated
CRD# 4969852
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bush Wealth Management | Valdosta, GA | May 2013 - Current | 10 |
| Lpl Financial LLC | Valdosta, GA | Aug 2014 - Jul 2019 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- GA
- TX
-
Total Assets Under Management180MILLIONS
-
Total Number of Accounts988ACCOUNTS
-
Average Account Value$182,495
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, NC, TX
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