Patrick
Mccuen
Napa Wealth Management
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About this Advisor
Patrick Mccuen is a financial advisor based in Napa, California, with a total of 3 years of relevant experience. Mccuen is an advisor for Napa Wealth Management. Their career trajectory has included roles at Td Ameritrade and Napa Wealth Management. Mccuen holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Napa Wealth Management is an advisory firm operating out of Napa, CA. It has offices in two locations and a total of six financial advisors. It oversees $195 million in total assets across its 220 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 220 accounts, 29% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Napa Wealth Management offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, educational seminars and other services. Fees charged by financial advisors typically depend on the services. However, fees charged by Napa Wealth Management may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Napa Wealth Management Brokerage Details
$195,409,424
6
220
$888,225
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
Patrick Mccuen Work History
Patrick has been registered as a financial advisor for 3 years.*
Napa Wealth Management
Napa Wealth Management
Napa Wealth Management
Td Ameritrade
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Mccuen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Napa Wealth Management
Napa, CA
Napa, CA
Napa, CA
Napa, CA
Napa, CA
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