Michael Patton, financial advisor Bluefield WV
96 score

Michael Patton

CRD Number: 2989887
Current Firm: Lpl Financial LLC

Michael Patton (CRD# 2989887) is an Investment Advisor Representative working at Lpl Financial LLC in Bluefield, WV and has over 18 years of experience in the finance industry. Michael Patton 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.

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Professional Designations
Company Name Location Dates Years
Lpl Financial Bluefield, WV Sep 2013 - Current 3
Investment Planning Consultants Bluefield, WV Jan 1996 - Current 20
First Community Wealth Management Bluefield, WV Nov 2006 - Sep 2013 6
Raymond James Financial Services, Inc. Bluefield, WV Jan 1999 - Sep 2013 14
Raymond James Financial Services Advisors Bluefield, WV Mar 2010 - Aug 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Michael S. Patton
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • LA
  • WV
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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