Patricia Eddy (CRD# 5277551) is an Investment Advisor Representative working at Oxford Planning Group, LLC in Woodstock, MD and has over 15 years of experience in the finance industry.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
CRD# 2185673
Cornerstone Advisory
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Wealth Management Group | Columbia, MD | Jan 2009 - Sep 2016 | 7 |
| Strategic Wealth Management Group, LLC | Columbia, MD | Apr 2001 - Sep 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
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Total Assets Under Management71MILLIONS
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Total Number of Accounts84ACCOUNTS
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Average Account Value$847,046
- 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)
MD
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