Adam Patten (CRD# 7210534) is an Investment Advisor Representative working at Prota Financial in Houston, TX and has over 3 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prota Financial, LLC | Houston, TX | Jan 2021 - Current | 3 |
| Thrivent Financial | Appleton, WI | Aug 2020 - Jan 2021 | < 1 |
| Thrivent Investment Management Inc. | Houston, TX | Feb 2020 - Jan 2021 | < 1 |
| Thrivent Financial | Appleton, WI | Jun 2020 - Aug 2020 | < 1 |
| Precision Web Design | Baytown, TX | Mar 2019 - Jun 2020 | 1 |
| Baytown Ace Industrial Servies | Baytown, TX | Oct 2017 - Mar 2019 | 1 |
| Unemployed | Baytown, TX | Sep 2017 - Oct 2017 | < 1 |
| Casetta Catering | Houston, TX | Mar 2017 - Aug 2017 | < 1 |
| Us Army | Fort Sam Houston, TX | May 2003 - Mar 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- TX
-
Total Assets Under Management182MILLIONS
-
Total Number of Accounts1,324ACCOUNTS
-
Average Account Value$137,479
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, SC, TX, WA
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