Patrick MaddoxCRD Number: 5561864
Current Firm: Prudential Financial Planning Services
Patrick Maddox (CRD# 5561864) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wauwatosa, WI and has over 6 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Fleming Financial Group LLC||Brookfield, WI||May 2015 - Current||1|
|Pruco Securities LLC||Brookfield, WI||May 2015 - Current||1|
|Pruco Securities, LLC||Wauwatosa, WI||Aug 2010 - May 2015||4|
|The Prudential Insurance Company Of America||Wauwatosa, WI||Aug 2010 - May 2015||4|
|Julie Douglas||Wauwatosa, WI||Jul 2008 - Aug 2010||2|
|Student||Waukesha, WI||Jan 2008 - Jun 2008||< 1|
|N/a||Waukesha, WI||Nov 2007 - Jan 2008||< 1|
|Uemsi||Menomonee Falls, WI||Sep 2004 - Nov 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2010|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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