Patrick Kimmell (CRD# 7221441) is an Investment Advisor Representative working at Edward Jones in Greenwich, NY and has over 3 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Feb 2020 - Current | 4 |
| Ups | Glens Falls, NY | Nov 2019 - Jan 2020 | < 1 |
| Boathouse Restaurant | Lake George, NY | Aug 2019 - Nov 2019 | < 1 |
| Ace Hardware | Wilton, NY | Jun 2019 - Aug 2019 | < 1 |
| Ruffalo Noel Levitz | Buffalo, NY | Feb 2019 - May 2019 | < 1 |
| Suny At Buffalo | Buffalo, NY | Aug 2015 - May 2019 | 3 |
| West Mountain Resort | Queensbury, NY | Dec 2018 - Jan 2019 | < 1 |
| Ruffalo Noel Levitz | Buffalo, NY | Aug 2018 - Dec 2018 | < 1 |
| Glens Falls Country Club | Queensbury, NY | May 2018 - Aug 2018 | < 1 |
| Ruffalo Noel Levitz | Buffalo, NY | Feb 2018 - Jun 2018 | < 1 |
| West Mountain Resort | Queensbury, NY | Dec 2017 - Feb 2018 | < 1 |
| Athena Swc | Buffalo, NY | Oct 2017 - Dec 2017 | < 1 |
| Jack Hall Plumbing & Heating | Glens Falls, NY | May 2017 - Aug 2017 | < 1 |
| The Rinks At Harbor Center | Buffalo, NY | Sep 2016 - Dec 2016 | < 1 |
| The Peppermill Family Restaurant | South Glens Falls, NY | Jun 2016 - Aug 2016 | < 1 |
| The Peppermill Family Restaurant | South Glens Falls, NY | Oct 2014 - Aug 2015 | < 1 |
| Fulltime School | South Glens Falls, NY | Aug 1997 - Oct 2014 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- MO
- NY
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.