Patrick B. Lough
Financial Planner / Owner at Charter Financial Planning
- Role
- Director Boys Lacrosse at Charter Financial Planning
- Location
- Oyster Bay, NY, US
- LinkedIn followers
- 500 followers
Experience
Director Boys Lacrosse
Jan 2005 — Present
Education
The Citadel
BA, Political Science
1977 — 1981
Skills
- Mutual Funds
- Retirement
- Hedge Funds
- Securities
- Strategic Financial Planning
- Series 63
- Pensions
- Fixed Income
- 401k
- Series 7
- Financial Advisory
- Equities
- Iras
- Asset Managment
- Fixed Annuities
- Retirement Planning
- Employee Benefits
- Asset Management
- Trading
- Strategic Planning
- Risk Management
- Small Business
- Asset Allocation
- Alternative Investments
- Investments
- Insurance
- Portfolio Management
- Wealth Management
- Estate Planning
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