Patrick MaddoxCRD 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.
Financial Service Group Inc.
Fortress Planning Group
Midland Financial Advisors, Inc.
|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|
Total Assets Under Management825MILLIONS
Total Number of Accounts5,657ACCOUNTS
Average Account Value$145,898
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, DE, FL, GA, IA, IL, LA, MA, MD, MI, MN, NC, NJ, NY, OK, PA, SC, TX, VA, WI
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