William Patterson (CRD# 6436545) is an Investment Advisor Representative working at Sofi Wealth LLC in Jacksonville, FL and has over 8 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sofi Securities LLC | San Fransisco, CA | Mar 2021 - Current | 3 |
| Sofi Wealth LLC | San Fransisco, CA | Mar 2021 - Current | 3 |
| Bank Of America, N.a. | Jacksonville, FL | Sep 2020 - Mar 2021 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Aug 2020 - Mar 2021 | < 1 |
| Td Ameritrade | Jacksonville, FL | Feb 2019 - Aug 2020 | 1 |
| Thrivent Financial | Appleton, WI | Jul 2015 - Jan 2019 | 3 |
| Thrivent Investment Management Inc. | Inverness, IL | Feb 2015 - Jan 2019 | 3 |
| Thrivent Financial | Appleton, WI | Mar 2015 - Jul 2015 | < 1 |
| Anthony Gmc | Gurnee, IL | Jan 2015 - Feb 2015 | < 1 |
| Leonard's Fine Men's Clothing | Elmhurst, IL | Feb 1997 - Dec 2014 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- FL
-
Total Assets Under Management944MILLIONS
-
Total Number of Accounts165,546ACCOUNTS
-
Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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