Christopher Patterson (CRD# 5240961) is an Investment Advisor Representative working at Retirement Planning Specialists, Inc. in Ashland, OR and has over 17 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4274774
Seacrest Wealth Management, LLC
CRD# 6591485
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| S & P Financial, Inc. Dba Financial Planning Specialists | Ashland, OR | Sep 2019 - Current | 4 |
| Sagepoint Financial, Inc. | Phoenix, AZ | Jan 2009 - Aug 2019 | 10 |
| Retirement Planning Specialist | Ashland, OR | Nov 2008 - Aug 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- OR
-
Total Assets Under Management268MILLIONS
-
Total Number of Accounts1,366ACCOUNTS
-
Average Account Value$196,508
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, NM, NV, OR, TX, WA
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