Patrick Mulligan is a registered investment advisor at Wells Fargo Advisors, based in Ponca City, OK, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1926 Lake Rd, Ste 3, Ponca City, OK, 74604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is a trustee of multiple Finet Practice 401k plans and has ownership in Ferguson, Mulligan, and Poet, LLC. He also holds treasurer and finance committee positions for various organizations, dedicating minimal time to each.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations18 states
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