Patrick Wilson (CRD# 4537879) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 21 years of experience in the finance industry.
CRD# 2240200
Guernica Capital
CRD# 2196243
Arrien Investments, Inc.
CRD# 5693746
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Wealth Management, LLC | Boise, ID | Jul 2021 - Current | 2 |
| Crown Capital Securities | Orange, CA | Apr 2002 - Jul 2021 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- CA
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Total Assets Under Management373MILLIONS
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Total Number of Accounts3,537ACCOUNTS
-
Average Account Value$105,516
- 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)
- Other
AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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