Charles PattonCRD Number: 1427668
Current Firm: Charles Schwab & Company, Inc.
Charles Patton (CRD# 1427668) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fairfield, CT and has over 32 years of experience in the finance industry.
Altium Wealth Management LLC
Abbondandolo Wealth Management Corp
American Portfolios Advisors, Inc.
|Charles Schwab Bank||Fairfield, CT||Sep 2015 - Current||2|
|Charles Schwab & Company, Inc.||Fairfield, CT||Sep 2015 - Current||2|
|Ubs Financial Services Inc.||Stamford, CT||Jan 2008 - Sep 2015||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
|S65||NASAA Investment Advisors Law Examination||Apr 2000|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY