Patrick Howell (CRD# 4759452) is an Investment Advisor Representative working at Eagle Strategies LLC in East Burke, VT and has over 19 years of experience in the finance industry.
CRD# 5131861
Stifel, Nicolaus & Company, Incorporated
CRD# 6380209
Lpl Financial LLC
CRD# 6999291
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nylife Securities LLC | Windsor, CT | Mar 2020 - Current | 4 |
| Eagle Strategies LLC | Windsor, CT | Mar 2020 - Current | 4 |
| New York Life Insurance Company | Windsor, CT | Dec 2019 - Current | 4 |
| Ninja Mountain Bike Performance | Weatoque, CT | Apr 2018 - Oct 2023 | 5 |
| Guardian Life Insurance Company | Farmington, CT | Mar 2019 - Jan 2020 | < 1 |
| Park Avenue Securities | Farmington, CT | Mar 2019 - Jan 2020 | < 1 |
| Mml Investors Services | Hamden, CT | May 2017 - Mar 2019 | 1 |
| Mass Mutual Life Insurance Company | Hamden, CT | Apr 2017 - Mar 2019 | 1 |
| Unemployed | Simsbury, CT | Aug 2016 - Apr 2017 | < 1 |
| Benidorm Bikes | Canton, CT | Apr 2016 - Jul 2016 | < 1 |
| Unemployed | Lake Linden, MI | Aug 2015 - Mar 2016 | < 1 |
| Ameriprise Financial Services Inc. | Troy, MI | Apr 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- CT
- VT
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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