Patrick Halpin has been an investment adviser representative at Interactive Financial Advisors since April 2017, and is not listed among the firm’s executive officers or direct owners.
Interactive Financial Advisors, Inc. is a New Lenox, IL firm with $240M under management, 1,307 clients and 33 advisers across 27 offices, as of its August 2026 filing.
- – present · 9 yearsOlympia Fields, IL · Adviser representative · Firm CRD 125117
Investment adviser representative registrations
Patrick Halpin is registered as an investment adviser representative in Illinois, since April 2017.
- IllinoisSince 6 April 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 6 April 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 June 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 December 1991 |
| Series 22 | Direct Participation Programs Representative Examination | 11 June 1987 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Direct Participation Programs Representative Examination
- Full name
- Patrick Francis Halpin
- CRD
- 1592082
- Firm
- Interactive Financial Advisors · CRD 125117
- Office
- Olympia Fields, IL
- Registration
- Investment adviser registration
- In the industry since
- June 1987
- Disciplinary history
- Not yet shown here · SEC record
Where does Patrick Halpin work?
Patrick Halpin is an investment adviser representative registered through Interactive Financial Advisors, Inc. since April 2017, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Halpin a financial advisor?
Yes. Patrick Halpin has a current investment-adviser registration in Illinois, through Interactive Financial Advisors since April 2017.
How many years of experience does Patrick Halpin have?
Patrick Halpin has 39 years in the financial industry, since June 1987, across 1 adviser firm.
What exams has Patrick Halpin passed?
Patrick Halpin has passed 4 licensing exams: the Series 22, Series 63, Series 6 and Series 65. The earliest, the Series 22, was passed in June 1987. FINRA credited Patrick Halpin with the SIE, which began in October 2018.
Where is Patrick Halpin based?
Patrick Halpin’s registered office is in Olympia Fields, IL.
Is Patrick Halpin registered with FINRA?
No. Patrick Halpin has no current broker registration.
How can I verify Patrick Halpin’s record?
Search CRD 1592082 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Halpin’s full registration record.