Patrick Maddox, financial advisor Brookfield WI
93 score

Patrick Maddox

CRD Number: 5561864
Current Firm: Great Valley Advisor Group, Inc.

Patrick Maddox (CRD# 5561864) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Brookfield, WI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Great Valley Advisor Group, Inc. Brookfield, WI Oct 2017 - Current < 1
Lpl Financial LLC Brookfield, WI Sep 2017 - Current < 1
Pruco Securities LLC Brookfield, WI May 2015 - Sep 2017 2
Fleming Financial Group LLC Brookfield, WI May 2015 - Sep 2017 2
Pruco Securities, LLC Wauwatosa, WI Aug 2010 - May 2015 4
The Prudential Insurance Company Of America Wauwatosa, WI Aug 2010 - May 2015 4
Julie Douglas Wauwatosa, WI Jul 2008 - Aug 2010 2
Student Waukesha, WI Jan 2008 - Jun 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2010
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Patrick R. Maddox
Phone Number: 302-483-7200
Registered State(s):
  • LA
  • WI
By the Numbers
  • Total Assets Under Management
    825
    MILLIONS
  • Total Number of Accounts
    5,657
    ACCOUNTS
  • Average Account Value
    $145,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

DC, DE, FL, GA, IA, IL, LA, MA, MD, MI, MN, NC, NJ, NY, OK, PA, SC, TX, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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