Patrick Homan (CRD# 2064661) is an Investment Advisor Representative working at Private Client Services, LLC in Charlotte, NC and has over 31 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Charlotte, NC | Jan 2022 - Current | 2 |
| Sagepoint Financial | Las Vegas, NV | Dec 2020 - Jan 2022 | 1 |
| The Ameriflex Group | Las Vegas, NV | Dec 2020 - Jan 2022 | 1 |
| Fortigent, LLC | Charlotte, NC | May 2012 - Oct 2020 | 8 |
| Lpl Financial | Charlotte, NC | Jan 2008 - Oct 2020 | 12 |
| Independent Adviser's Group | Charlotte, NC | Jan 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1993 |
| S65 | NASAA Investment Advisors Law Examination | May 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2001 |
- NC
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Total Assets Under Management846MILLIONS
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Total Number of Accounts2,890ACCOUNTS
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Average Account Value$292,668
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
ND
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