Patrick Terrion (CRD# 2997848) is an Investment Advisor Representative working at Founders Capital Management, LLC in East Hartford, CT and has over 27 years of experience in the finance industry.
CRD# 5623606
Citizens Securities, Inc.
CRD# 4385290
Lpl Financial LLC
CRD# 2093525
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Founders Capital Management, LLC | East Hartford, CT | Jan 2004 - Current | 20 |
| University Of Connecticut | Storrs, CT | Sep 2000 - May 2020 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
- CT
- TX
-
Total Assets Under Management694MILLIONS
-
Total Number of Accounts477ACCOUNTS
-
Average Account Value$1,454,530
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, FL, MA, NH, NY, TX, WA
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