Margaret Patterson (CRD# 7598526) is an Investment Advisor Representative working at Silverleafe Capital Partners, LLC in Germantown, TN and has 1 year of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silverleafe Capital Partners LLC | Memphis, TN | Jul 2022 - Current | 1 |
| Smu Mba School. Full Time Student | Dallas, TX | Aug 2020 - May 2022 | 1 |
| Elevate Credit | Addison, TX | Jul 2018 - Jul 2020 | 2 |
| Bnsf Railway | Fort Worth, TX | Aug 2015 - Jun 2018 | 2 |
| Smu | Dallas, TX | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- TN
-
Total Assets Under Management403MILLIONS
-
Total Number of Accounts626ACCOUNTS
-
Average Account Value$644,365
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, FL, MS, TN, TX
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