Christopher Patton, financial advisor Charlotte NC
96 score

Christopher Patton

CRD Number: 1881523
Current Firm: Novare Capital Management

Christopher Patton (CRD# 1881523) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Novare Capital Management Charlotte, NC Aug 2007 - Current 9
Unemployed Charlotte, NC Mar 2007 - Jul 2007 < 1
Eastover Capital Management Charlotte, NC Oct 2005 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
S65 NASAA Investment Advisors Law Examination Apr 2000
Contact Info for Christopher T. Patton
Phone Number: 704-334-3698
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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