Ross PattersonCRD Number: 7071514
Current Firm: Simaris Financial
Ross Patterson (CRD# 7071514) is an Investment Advisor Representative working at Simaris Financial in Austin, TX and has 1 year of experience in the finance industry. Ross Patterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Pbl Wealth Management
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Total Assets Under Management4MILLIONS
Total Number of Accounts26ACCOUNTS
Average Account Value$160,185
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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