Business ProfileforPat Phelan Financial Advisor
At-a-glance
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Business Details
- Location of This Business
- 77 Vilcom Center Dr STE 160, Chapel Hill, NC 27514-1967
- BBB File Opened:
- 3/15/2021
- Years in Business:
- 24
- Business Started:
- 1/1/2000
- Accredited Since:
- 3/25/2021
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of 1589954848 for this business, issued by Security Exchange Commission Office of Investor Education and Advocacy/Company filings. The expiration date of this license is 10/8/2025.
These agencies may include:
Security Exchange Commission Office of Investor Education and Advocacy/Company filings
100 F St NE
Washington DC 20549
https://www.sec.gov/edgar/searchedgar/companysearch
BBB records show a license number of 4207421 for this business, issued by National Association of Security Dealers/NORTH AMERICAN SECURITIES ADMINISTRATORS ASSOCIATIONThese agencies may include:
National Association of Security Dealers/NORTH AMERICAN SECURITIES ADMINISTRATORS ASSOCIATION
750 First Street NE, Suite 990
Washington DC 20002
https://www.nasaa.org/verify-a-license/
BBB records show a license number of 250 for this business, issued by National Association of Security Dealers/NORTH AMERICAN SECURITIES ADMINISTRATORS ASSOCIATIONThese agencies may include:
National Association of Security Dealers/NORTH AMERICAN SECURITIES ADMINISTRATORS ASSOCIATION
750 First Street NE, Suite 990
Washington DC 20002
- Type of Entity:
- Sole Proprietorship
- Alternate Business Name
- Edward Jones - Pat Phelan Financial Advisor
- Contact Information
Principal
- Mr. Pat Phelan, Financial Advisor
Customer Contact
- Mr. Pat Phelan, Financial Advisor
- Additional Contact Information
Email Addresses
- Primary
Customer Complaints
0 Customer Complaints
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