Sue Patrick (CRD# 4263588) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Woodbury, TN and has over 23 years of experience in the finance industry.
CRD# 2868401
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2653243
Cambridge Investment Research Advisors, Inc.
CRD# 4493602
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trustmont Financial Group, Inc. | Greensburg, PA | Dec 2022 - Current | 1 |
| Trustmont Advisory Group, Inc. | Greensburg, PA | Dec 2022 - Current | 1 |
| Sue Patrick Cpa | Woodbury, TN | Jan 1986 - Current | 38 |
| Avantax Advisory Services | Woodbury, TN | Mar 2004 - Nov 2022 | 18 |
| Avantax Investment Services, Inc. | Woodbury, TN | Jul 2000 - Nov 2022 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
- TN
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Total Assets Under Management919MILLIONS
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Total Number of Accounts5,109ACCOUNTS
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Average Account Value$179,967
- 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)
AZ, CA, CO, CT, FL, IA, IL, IN, MA, MD, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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