Larson Patty (CRD# 7604628) is an Investment Advisor Representative working at Rothman Investment Management in Atascadero, CA and has 1 year of experience in the finance industry.
CRD# 6342307
San Luis Wealth Advisors
CRD# 2680698
Ameriprise Financial Services, LLC
CRD# 6095912
San Luis Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rothman Investment Management | Atascadero, CA | Jul 2022 - Current | 1 |
| Rothman Investment Management | Atascadero, CA | Sep 2021 - Current | 2 |
| Independent Financial | Mckinney, TX | Jul 2017 - Jul 2021 | 4 |
| Student | College Station, TX | Jul 2012 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- CA
- TX
- WY
-
Total Assets Under Management36MILLIONS
-
Total Number of Accounts320ACCOUNTS
-
Average Account Value$112,493
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, GA, MA, TX, WY
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