Anthony Patterson, financial advisor Clive IA
89 score

Anthony Patterson

CRD Number: 6233472
Current Firm: Park Avenue Securities LLC

Anthony Patterson (CRD# 6233472) is an Investment Advisor Representative working at Park Avenue Securities LLC in Clive, IA and has over 3 years of experience in the finance industry.

Similar Advisors
Dennis Markway, financial advisor Clive IA
Dennis L. Markway
CRD# 4373615
Iron Horse Wealth Management, LLC
Score
103
Similar Advisors
Brian McKibban, financial advisor Clive IA
Brian M. McKibban
CRD# 5400733
Cliftonlarsonallen Wealth Advisors, LLC
Score
101
Similar Advisors
Donald Boyd Ii, financial advisor Clive IA
Donald G. Boyd Ii
CRD# 4185736
Lpl Financial LLC
Score
100
Company Name Location Dates Years
Park Avenue Securities LLC Clive, IA Oct 2015 - Current 2
Guardian Life Insurance Company Clive, IA Oct 2015 - Current 2
Park Avenue Securities Cedar Falls, IA Dec 2013 - Current 3
Guardian Life Ins Cedar Falls, IA Sep 2013 - Current 4
Financial Provisions Cedar Falls, IA Jul 2013 - Sep 2013 < 1
The Other Place - Waterloo Waterloo, IA Apr 2011 - Jul 2013 2
The Other Place - Univ Cedar Falls, IA Aug 2004 - Apr 2011 6
City Of Cedar Falls - Parks Dept Cedar Falls, IA May 2008 - Aug 2010 2
Financial Resource Advisors Waterloo, IA Jan 2007 - Apr 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Anthony R. Patterson
Phone Number: 1-888-600-4667
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Anthony Patterson and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.