Patrick H Heijmen

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 10/2018
  Middleburg Bank
  Middleburg, VA
• 02/2013 → 11/2018
  Lpl Financial Llc
  Middleburg, VA
• 12/2018 → 09/2021
  The Fauquier Bank
  Warrenton, VA
• 12/2018 → 09/2021
  Lpl Financial Llc
  Warrenton, VA
• 09/2021 → Present
  Wells Fargo Clearing Services, Llc (
  Warrenton, VA

Previous Registrations

• 2018-12-06 → 2021-10-15
  Lpl Financial Llc
  Warrenton, VA
  Fort Mill, SC
  Warrenton, VA
  Haymarket, VA
• 2013-02-26 → 2018-11-15
  Lpl Financial Llc
  Middleburg, VA
  Gainesville, VA
  Marshall, VA
  Warrenton, VA
  Fort Mill, SC
  Middleburg, VA
  Ashburn, VA
  Leesburg, VA
• 2008-06-01 → 2013-02-28
  Osaic Institutions, Inc.
  Middleburg, VA
  Warrenton, VA
• 2003-07-30 → 2008-06-01
  Bi Investments, Llc
  Middleburg, VA
  Middleburg, VA
• 2002-10-24 → 2003-06-12
  Morgan Stanley Dw Inc.
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2002-07-01

Designations

• Certified Financial Planner

Other Names

• Patrick Heijmen