Randy Pattison (CRD# 2569261) is an Investment Advisor Representative working at Belleair Wealth Management, LLC in Belleair Bluffs, FL and has over 29 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Belleair Wealth Management, LLC | Belleair Bluffs, FL | Jan 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
- AZ
- CA
- FL
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts314ACCOUNTS
-
Average Account Value$240,013
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL
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