Evan Patterson, financial advisor Alpharetta GA
90 score

Evan Patterson

CRD Number: 6101149
Current Firm: E*trade Capital Management, LLC

Evan Patterson (CRD# 6101149) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Alpharetta, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
E*trade Securities LLC Alpharetta, GA Oct 2014 - Current 2
E*trade Capital Management LLC Alpharetta, GA Oct 2014 - Current 2
Unemployed Marietta, GA Apr 2014 - Oct 2014 < 1
Edward Jones St Louis, MO Aug 2012 - Apr 2014 1
Apple Atlanta, GA Aug 2011 - Aug 2012 1
Sefl Employed Atlanta, GA Aug 2010 - Aug 2011 1
Family First Credit Union Saginaw, GA May 2010 - Aug 2010 < 1
Full-time Education Atlanta, GA Aug 2008 - May 2010 1
Gap Saginaw, MI May 2008 - Aug 2008 < 1
Abercrombie & Fitch Saginaw, MI May 2008 - Aug 2008 < 1
Self Employed Saginaw, MI Mar 2006 - May 2008 2
Marias Mexican Restaurant Saginaw, MI Feb 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Evan M. Patterson
Phone Number: 646-521-4453
Firm Website: https://www.etrade.com
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    3,199
    MILLIONS
  • Total Number of Accounts
    19,200
    ACCOUNTS
  • Average Account Value
    $166,610
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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