Patrick Manes, financial advisor Youngstown OH
93 score

Patrick Manes

CRD Number: 1836768
Current Firm: Independent Financial Partners

Patrick Manes (CRD# 1836768) is an Investment Advisor Representative working at Independent Financial Partners in Youngstown, OH and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Youngstown, OH May 2012 - Current 4
Independent Financial Partners Youngstown, OH May 2012 - Current 4
Princor Financial Services Corporation Youngstown, OH Aug 2011 - May 2012 < 1
Principal Life Insurance Company Youngstown, OH Aug 2011 - May 2012 < 1
National Planning Corporation Youngstown, OH Jul 2006 - Aug 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
Contact Info for Patrick S. Manes
Phone Number: 813-341-0960
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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