Patrick Hurley, financial advisor West Palm Beach FL

Patrick Hurley

CRD Number: 7047606
Current Firm: Citizens Securities, Inc.

Patrick Hurley (CRD# 7047606) is an Investment Advisor Representative working at Citizens Securities, Inc. in West Palm Beach, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Westwood, MA Feb 2022 - Current 2
Citizens Securities, Inc. Needham, MA Aug 2020 - Feb 2022 1
Bank Of America, N.a. Wellesley Hills, MA Feb 2019 - Aug 2020 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills, MA Nov 2018 - Aug 2020 1
Ehs Pest Services Norwood, MA Aug 2017 - Aug 2018 1
Kpmg LLP Boston, MA Apr 2017 - Jul 2017 < 1
Stay At Home Dad Dedham, MA Feb 2013 - Apr 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Patrick Hurley
Phone Number: 1-800-942-8300
Registered State(s):
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NY
  • NC
  • ND
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TX
  • UT
  • VT
  • VA
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
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, 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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