RP
Rick Patrick
View Rick's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Independent Financial Advisor
Jul 2016 - Oct 2020 · 4 years and 3 months
Avantgarde Advisors
Independent Financial Advisor
Jun 2012 - Jun 2016 · 4 years
Wunderlich Securities
Vice President - Financial Advisor
Apr 2011 - Jun 2012 · 1 years and 2 months
Company Details
Naples Asset Management Company®, LLC ("NAMCOA®") is a fee-based Registered Investment Advisor. We provide active portfolio management and financial planning services for investors and consulting services to retirement plans. NAMCOA is dedicated to creating customized investment solutions designed to meet your investment objectives. Our diverse group of experienced and knowledgeable investment advisors encompass our core values of client focus, integrity, excellence, entrepreneurial spirit and teamwork to help their clients achieve their long-term goals and serve a wide variety of needs.
Year Founded
2003
Social Media
Linkedin
Industry
Investment Management
HQ Location
999 Vanderbilt Beach Rd, Suite 200 Naples , FL 34108, US
Keywords
Investment PlanningRetirement Plan ServicesConsulting ServicesFinancial PlanningAccount Support ServicesAnnuity ArbitrageDue DiligenceCore Investment StrategiesFinancial & Econonic NewsAlternative Investment Strategies
Discover More About Cleveland Clinic

Find verified contacts of Rick Patrick in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.