Rick Patrick

Rick Patrick Email and Phone Number

Independent Financial Advisor at Sowell Management
Rick Patrick's Location
El Cerrito, California, United States, United States
Rick Patrick's Contact Details
About Rick Patrick

Rick Patrick is a Independent Financial Advisor at Sowell Management. He is proficient in Spanish.

Rick Patrick's Current Company Details

Independent Financial Advisor at Sowell Management
Rick Patrick Work Experience Details
  • Naples Asset Management Company®, Llc
    Independent Financial Advisor
    Naples Asset Management Company®, Llc Jul 2016 - Oct 2020
    Walnut Creek, Ca
    View
  • Avantgarde Advisors
    Independent Financial Advisor
    Avantgarde Advisors Jun 2012 - Jun 2016
    Walnut Creek, Ca
  • Wunderlich Securities
    Vice President - Financial Advisor
    Wunderlich Securities Apr 2011 - Jun 2012
  • Charles Schwab
    Vice President
    Charles Schwab Nov 2004 - Mar 2011
    View

Rick Patrick Skills

Investments Mutual Funds Securities Bonds Finance Financial Advisory Series 7 Wealth Management Asset Allocation Financial Planning Retirement Planning Investment Advisory Equities Series 63 Investment Strategies Etfs

Rick Patrick Education Details

Frequently Asked Questions about Rick Patrick

What is Rick Patrick's role at the current company?

Rick Patrick's current role is Independent Financial Advisor at Sowell Management.

What is Rick Patrick's email address?

Rick Patrick's email address is rm****@****hoo.com

What schools did Rick Patrick attend?

Rick Patrick attended University Of Massachusetts, Amherst, University Of Manchester - England, Ohio Wesleyan University, Belmont Hill School.

What skills is Rick Patrick known for?

Rick Patrick has skills like Investments, Mutual Funds, Securities, Bonds, Finance, Financial Advisory, Series 7, Wealth Management, Asset Allocation, Financial Planning, Retirement Planning, Investment Advisory.

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