Unclaimed Profile

Patrick William Hale

INGHAM RUSSELL INVESTMENT ADVISORS INC·MIAMI, Florida

Clean recordINGHAM RUSSELL INVESTMENT ADVISORS INC

9350 SOUTH DIXIE HIGHWAY, MIAMI, FL 33156CRD# 7092257Firm CRD# 106299

Profile Verification

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

Identity

Patrick William Hale · MIAMI, FL

Registration

CRD #7092257 · INGHAM RUSSELL INVESTMENT ADVISORS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patrick William Hale is a registered financial advisor based in MIAMI, Florida, affiliated with INGHAM RUSSELL INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

INGHAM RUSSELL INVESTMENT ADVISORS INC

INGHAM RETIREMENT GROUP

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at INGHAM RUSSELL INVESTMENT ADVISORS INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7092257

Firm CRD# 106299

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick William Hale offer?

Patrick William Hale specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MIAMI, Florida for a consultation.

What are Patrick William Hale's credentials?

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

Where is Patrick William Hale located?

Patrick William Hale is based in MIAMI, Florida, working with INGHAM RUSSELL INVESTMENT ADVISORS INC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Patrick William Hale charge for services?

Patrick William Hale'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 INGHAM RUSSELL INVESTMENT ADVISORS INC?

INGHAM RUSSELL INVESTMENT ADVISORS INC has approximately 10 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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