Thomas Patterson, financial advisor Charlotte NC
93 score

Thomas Patterson

CRD Number: 1433351
Current Firm: Lincoln Financial Securities Corporation

Thomas Patterson (CRD# 1433351) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Charlotte, NC and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corporation Charlotte, NC Jul 2008 - Current 8
Jefferson Pilot Securities Corporation Charlotte, NC Oct 1997 - Jun 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Thomas A. Patterson
Phone Number: 800-258-3648
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
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
  • Selection of other advisers (including private fund managers)
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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