Patriot Advisory Group

Patriot Advisory Group (CRD# 120649) is a financial advisory firm headquartered in Portsmouth, NH. They manage $23,299,982 in 130 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1 New Hampshire Avenue, Suite 125, Portsmouth, NH 03801
http://www.patriotadvisory.com
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $179,231
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NH, TX

Financial Advisors at Patriot Advisory Group
Showing 1 - 1 of 1 top financial advisors.
1
Mark Berube, financial advisor La Quinta CA
Mark A. Berube
CRD#: 1555856
La Quinta, CA

Mark Berube (CRD# 1555856) is an Investment Advisor Representative working at Patriot Advisory Group in La Quinta, CA and has over 37 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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