Christopher Patterson, financial advisor Ashland OR

Christopher Patterson

CRD Number: 5240961
Current Firm: Retirement Planning Specialists, Inc.

Christopher Patterson (CRD# 5240961) is an Investment Advisor Representative working at Retirement Planning Specialists, Inc. in Ashland, OR and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
S & P Financial, Inc. Dba Financial Planning Specialists Ashland, OR Sep 2019 - Current 3
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
Contact Info for Christopher Patterson
Phone Number: 541-482-0138
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    269
    MILLIONS
  • Total Number of Accounts
    818
    ACCOUNTS
  • Average Account Value
    $328,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, FL, NM, NV, OR, TX, WA

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