Patrick Manes (CRD# 1836768) is an Investment Advisor Representative working at Independent Financial Partners in Youngstown, OH and has over 34 years of experience in the finance industry.
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 2361084
Edward Jones
CRD# 4628189
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities, LLC | Youngstown, OH | May 2019 - Current | 4 |
| Independent Financial Partners | Youngstown, OH | May 2012 - Current | 11 |
| Lpl Financial LLC | Youngstown, OH | May 2012 - May 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1989 |
- OH
- PA
- TX
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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, WY
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