David Patterson, financial advisor Clarksburg WV
93 score

David Patterson

CRD Number: 5489479
Current Firm: Ameriprise Financial Services, Inc.

David Patterson (CRD# 5489479) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Clarksburg, WV and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Clarksburg, WV Jan 2009 - Current 7
Fairmont State University Fairmont, WV Jan 2007 - Current 9
R.d. Zande Buckhannon, WV Jan 2007 - Dec 2007 < 1
A.e. Tolling Inc. Buckhannon, WV Oct 2006 - Jan 2007 < 1
Malfrefeot Inc., Dba Wahington Square Clarksburg, WV Sep 2005 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for David M. Patterson
Phone Number: 612-671-3131
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, 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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