Patricia Moulton (CRD# 6552070) is an Investment Advisor Representative working at Eagle Strategies LLC in Powell, WY and has over 7 years of experience in the finance industry.
CRD# 4097699
Edward Jones
CRD# 4802850
Thrivent Investment Management Inc.
CRD# 1801298
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Stategies LLC | Powell, WY | Apr 2024 - Current | < 1 |
| Capital Edge Insurance & Financial Services, Inc. | Powell, WY | Apr 2023 - Current | 1 |
| Mains Financial | Powell, WY | Apr 2019 - Current | 5 |
| Nylife Securities LLC | Billings, MT | Dec 2015 - Current | 8 |
| New York Life Insurance Company | Billings, MT | Aug 2015 - Current | 8 |
| Park County Insurance LLC | Powell, WY | Jan 2020 - Jul 2022 | 2 |
| Homemaker | Powell, WY | Jan 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- MT
- WY
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Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
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- 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
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