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Patricia Powell Houlihan

HOULIHAN FINANCIAL RESOURCE GROUP, LTD.·ASHBURN, Virginia
Series 7, Series 24, Series 63, Series 65Clean record24 years registeredHOULIHAN FINANCIAL RESOURCE GROUP, LTD.
20405 EXCHANGE STREET, ASHBURN, VA 20147CRD# 1300173Firm CRD# 116670

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Powell Houlihan · ASHBURN, VA
Registration
CRD #1300173 · HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · 24 years registered
Brand Profile
Not yet started
01

Career History

HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
May 2002 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · May 29, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
CRD 116670 · SEC 801-61192
AUM
$322M
Regulatory assets under management
Employees
4
570 client accounts
Services offered by HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HOULIHAN FINANCIAL RESOURCE GROUP, LTD. →
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Frequently Asked Questions

What services does Patricia Powell Houlihan offer?
Patricia Powell Houlihan specializes in Financial Planning, Investment Management. Contact their office in ASHBURN, Virginia for a consultation.
What are Patricia Powell Houlihan's credentials?
Patricia Powell Houlihan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Powell Houlihan located?
Patricia Powell Houlihan is based in ASHBURN, Virginia, working with HOULIHAN FINANCIAL RESOURCE GROUP, LTD.. Their office serves clients in the ASHBURN metropolitan area and surrounding communities.
How does Patricia Powell Houlihan charge for services?
Patricia Powell Houlihan's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOULIHAN FINANCIAL RESOURCE GROUP, LTD.?
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. has approximately 4 employees and manages $322M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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