Patrick Rodgers (CRD# 4557302) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has over 22 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Badgley Phelps Wealth Managers, LLC | Seattle, WA | Aug 2021 - Current | 2 |
Badgley, Phelps & Bell Dba Badgley Phelps Wealth Managers | Seattle, WA | Jun 2016 - Aug 2021 | 5 |
Badgley, Phelps & Bell Dba Badgley Phelps Investment Managers | Seattle, WA | Mar 1998 - Jun 2016 | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2001 |
- TX
- WA
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Total Assets Under Management5,126MILLIONS
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Total Number of Accounts2,648ACCOUNTS
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Average Account Value$1,935,899
- 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
- Other
AK, AZ, CA, CO, CT, DE, FL, HI, ID, LA, ME, MN, MT, NC, NJ, NM, NV, NY, OR, PA, TX, VA, WA
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