Joseph Patterson, financial advisor Cincinnati OH

Joseph Patterson

CRD Number: 6350598
Current Firm: Foster & Motley Inc.

Joseph Patterson (CRD# 6350598) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has 1 year of experience in the finance industry. Joseph Patterson 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
Foster & Motley, Inc. Cincinnati, OH May 2015 - Current 8
Johnson Investment Counsel, Inc. Cincinnati, OH Jun 2014 - May 2015 < 1
Johnson Investment Counsel, Inc. Cincinnati, OH Jul 2006 - May 2015 8

Joseph Patterson has no recent exams reported.
Contact Info for Joseph A. Patterson
Phone Number: 513-561-6640
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,961
    MILLIONS
  • Total Number of Accounts
    835
    ACCOUNTS
  • Average Account Value
    $2,348,942
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, FL, GA, IL, IN, KY, LA, MI, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA

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