Patrick T. Conlin

Patrick T. Conlin (CRD# 170000) is a financial advisory firm headquartered in , . They manage $750,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://patricktconlin.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $750,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Patrick T. Conlin
Showing 1 - 1 of 1 top financial advisors.
1
Patrick Conlin, financial advisor Rio Vista CA
Patrick T. Conlin
CRD#: 6281247
Rio Vista, CA

Patrick Conlin (CRD# 6281247) is an Investment Advisor Representative working at Patrick T. Conlin in Rio Vista, CA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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