Patricia Barnes
Professional summary
Patricia Barnes, who also goes by Patricia B Mateczun, is a registered financial advisor currently at MAINE ADVISORY ASSOCIATES located in Falmouth, Maine.
Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Patricia has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patricia Barnes's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2021 - Present
MAINE ADVISORY ASSOCIATES
Office #1: 358 U.s. Route 1 Suite 101, Falmouth, ME 04105Office #2: 358 Us Route 1 Suite 101, Falmouth, ME 04105January 2, 2015 - April 1, 2021
MAINE ADVISORY ASSOCIATES, INC.
January 20, 2010 - December 31, 2014
CADARET, GRANT & CO., INC.
January 20, 2010 - December 31, 2014
CADARET, GRANT & CO., INC.
February 9, 2007 - October 6, 2011
MAINE ACCOUNTANTS ALLIANCE, INC.
June 1, 2006 - January 20, 2010
NORTHERN CAPITAL SECURITIES CORPORATION
January 5, 1993 - June 21, 2006
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2021)
Exams
Current Firm
MAINE ADVISORY ASSOCIATES
CRD#: 311679 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 522 |
| AUM (Assets Under Management) | $ 98,996,408 |
Red Flags
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Company Information
MAINE ADVISORY ASSOCIATES
CRD#: 311679Falmouth, ME 04105TRUST BUT VERIFY
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