Richard Patterson, financial advisor Orlando FL

Richard Patterson

CRD Number: 805642
Current Firm: Certified Advisory Corp

Richard Patterson (CRD# 805642) is an Investment Advisor Representative working at Certified Advisory Corp in Orlando, FL and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Fortune Financial Services Monaca, PA Mar 2021 - Current 3
Certified Advisory Corp Altamonte Springs, FL Jun 2006 - Current 17
Associated Planners Orlando, FL Jan 2001 - Current 23
Transam Securities, Inc. Altamonte Springs, FL Jun 2006 - Jul 2021 15
Maitland Securities, Inc. Altamonte Springs, FL Jun 2013 - Dec 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
Contact Info for Richard D. Patterson
Phone Number: 407-869-9800
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,922
    MILLIONS
  • Total Number of Accounts
    5,503
    ACCOUNTS
  • Average Account Value
    $349,251
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA

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