David Patterson, financial advisor Dickson TN

David Patterson

CRD Number: 1443201
Current Firm: Primerica Advisors

David Patterson (CRD# 1443201) is an Investment Advisor Representative working at Primerica Advisors in Dickson, TN and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Dickson, TN Apr 1999 - Current 24
Primerica Financial Services Dickson, TN Feb 1991 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for David A. Patterson
Phone Number: 833-786-0550
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, WY

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