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Patricia Powell Houlihan

Houlihan Financial Resource Group, Ltd.

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About Patricia Powell Houlihan

Patricia Houlihan is a financial advisor with over 30 years of experience in the industry. Patricia is a Certified Financial Planner and holds both Series 7 and Series 63 licenses. Patricia currently works at Houlihan Financial Resource Group, Ltd. in Ashburn, Virginia, and is registered with the state of Virginia. Prior to joining Houlihan Financial Resource Group, Ltd., Patricia was employed at Royal Alliance Associates, Inc. in Scottsdale, Arizona. Patricia’s experience in the financial services industry coupled with her knowledge and expertise in providing financial planning and portfolio management services makes her a valuable resource for her clients.

Firm Information

Patricia Houlihan is currently registered with Houlihan Financial Resource Group, Ltd.. Houlihan Financial Resource Group, Ltd. is an investment advisor headquartered in ASHBURN, VA. The firm manages $322,419,429 in discretionary assets for 570 high-net-worth individuals. They provide financial planning and portfolio management services for individuals.
Houlihan Financial Resource Group, Ltd.

20405 EXCHANGE STREET

ASHBURN, VA 20147

$322.42M

Assets Under Management

8

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patricia Houlihan’s Registration & Firm History

VA

05/29/2002 - Present

Houlihan Financial Resource Group, Ltd. (ASHBURN VA)

AZ

11/19/1989 - 12/21/2001

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

09/25/1984 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

IA

Issued 11/01/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/25/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/1999

Series 24 - General Securities Principal Examination

BC

Issued 09/15/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patricia Powell Houlihan.
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