Patrick Lee

Pasadena, Maryland, 21122

Member Since 2005

My Location

Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Fidelity Institutional Wealth Services
Types of Financial Reports
- Other
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly and upon request
- I review my clients' investment portfolios with them quarterly and upon request

Registration & Licensing
- CRD/IARD Number: 45314
- Securities Registrations: Series 65, Series 63, Series 7, Series 24, 53
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability
Company Names
- Registered Investment Advisor: SSN Advisory, Inc
- Broker/Dealer: Securities Service Network
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Firm Disclosures
- Securities offered through Securities Service Network, Inc., Member FINRA/SIPC. Fee-based advisory services offered through SSN Advisory, Inc., A registered investment advisor This is a paid advertisement
Additional Disclosure(s)
- View Statement
  Securities offered through Securities Service Network, Inc., Member FINRA/SIPC. Fee-based advisory services offered through SSN Advisory, Inc., A registered investment advisor This is a paid advertisement

Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies

Visit Website - http://www.baycraftasset.com