Unclaimed Profile

Patrick John Mccall

FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.·SAN MATEO, California

Series 7, Series 24, Series 63, Series 65Clean record9 years registeredFRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.

ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403-1906CRD# 2684828Firm CRD# 111372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick John Mccall · SAN MATEO, CA

Registration

CRD #2684828 · FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.

FINANCIAL TRUST ASSET MANAGEMENT CHARTERED

Sep 2016 – Mar 2017

Boca Raton, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 27, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.

CRD 111372 · SEC 801-13802

AUM

$6.3B

Regulatory assets under management

Employees

5,606 client accounts

Services offered by FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Patrick John Mccall offer?

Patrick John Mccall specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Patrick John Mccall's credentials?

Patrick John Mccall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick John Mccall located?

Patrick John Mccall is based in SAN MATEO, California, last registered with FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC..

How does Patrick John Mccall charge for services?

Patrick John Mccall's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.?

FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC. has approximately 5 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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