Christopher PattonCRD 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 28 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Novare Capital Management||Charlotte, NC||Aug 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1989|
|S65||NASAA Investment Advisors Law Examination||Apr 2000|
Total Assets Under Management1,040MILLIONS
Total Number of Accounts1,352ACCOUNTS
Average Account Value$769,099
- 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)
CA, FL, GA, NC, NH, OH, PA, SC, TN, TX, VA