Patrick Audet, financial advisor Honolulu HI

Patrick Audet

CRD Number: 7060733
Current Firm: Valic Financial Advisors, Inc.

Patrick Audet (CRD# 7060733) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Honolulu, HI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Agia Houston, TX Dec 2022 - Current 1
Valic Financial Advisors, Inc. Portland, OR Mar 2019 - Current 5
Unemployed Helena, MT Jan 2019 - Mar 2019 < 1
School Administrators Of Montana Helena, MT Aug 2014 - Dec 2018 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Patrick R. Audet
Phone Number: 866-544-4968
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    25,247
    MILLIONS
  • Total Number of Accounts
    302,501
    ACCOUNTS
  • Average Account Value
    $83,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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