Patricia
Donelan
Momentum Independent Network Inc
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About this Advisor
Patricia Donelan is a financial advisor working out of Middleton, New Jersey with a total of 1 year of relevant experience. Donelan currently works for Momentum Independent Network Inc. The advisor has gained experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Momentum Independent Network. Donelan has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in California, Florida, New Jersey, New York and Virginia. Momentum Independent Network Inc is a financial advisory firm that has its headquarters in Dallas, TX. It has offices in 93 locations and a total of 140 people on staff. It handles $825 million in assets under management among its 3,028 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 3,028 customer accounts, just 8% are held by high-net-worth investors who have more than $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees typically are based on which services are provided. However, fee types billed by Momentum Independent Network Inc can be comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Momentum Independent Network Inc Brokerage Details
$824,546,760
140
3,028
$272,307
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Patricia Donelan Work History
Patricia has been registered as a financial advisor for 1 years.*
Momentum Independent Network
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Patricia Donelan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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