Robert Fitzpatrick (CRD# 6321443) is an Investment Advisor Representative working at Huntington Financial Advisors in Loveland, OH and has over 9 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington Investment Company | Columbus, OH | Oct 2016 - Current | 7 |
| Pnc Investments | Cincinnati, OH | Jul 2014 - Oct 2016 | 2 |
| Pnc Bank | Cincinnati, OH | Jul 2014 - Oct 2016 | 2 |
| Wesbanco Securities | Cincinnati, OH | Sep 2013 - Jul 2014 | < 1 |
| Wesbanco Bank | Cincinnati, OH | Aug 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
| S63 | Uniform Securities State Law Examination | Aug 2014 |
- OH
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Total Assets Under Management5,197MILLIONS
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Total Number of Accounts32,956ACCOUNTS
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Average Account Value$157,688
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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