Patrick Volk (CRD# 2296850) is an Investment Advisor Representative working at Abich Financial Wealth Management, LLC in Ashburn, VA and has over 30 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Abich Wealth Management, LLC | Ashburn, VA | Jan 2023 - Current | 1 |
| Abich Financial Services | Ashburn, VA | Jun 2020 - Current | 3 |
| Impact Partnership Wealth, LLC | Kennesaw, GA | Feb 2022 - Jan 2023 | < 1 |
| J. Hagan Capital Inc. | Ashburn, VA | Jun 2020 - Feb 2022 | 1 |
| Fountainhead Wealth Advisors | Reston, VA | Mar 2020 - Jun 2020 | < 1 |
| National Foundation For Cancer Research | Rockville, MD | Aug 2018 - Feb 2020 | 1 |
| Bridgemark Wealth Management | Rockville, MD | Jan 2018 - Jun 2018 | < 1 |
| Invested | Baltimore, MD | Oct 2016 - Dec 2017 | 1 |
| Fisher Investments | Ashburn, VA | Dec 2015 - Sep 2016 | < 1 |
| The Mutual Fund Store | Tysons Corner, VA | Dec 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- MD
- SC
- VA
-
Total Assets Under Management150MILLIONS
-
Total Number of Accounts635ACCOUNTS
-
Average Account Value$236,411
- 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, FL, GA, MD, NC, PA, SC, TX, VA, WV
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