Christopher Patterson, financial advisor Mclean VA
93 score

Christopher Patterson

CRD Number: 5514494
Current Firm: Spire Wealth Management, LLC

Christopher Patterson (CRD# 5514494) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 8 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Spire Investment Partners, LLC Bethesda, MD Mar 2008 - Current 8
Marriott Int'l Bethesda, MD May 1987 - Apr 2008 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Christopher Patterson
Phone Number: 703-657-6060
Firm Website: http://www.cgwealth.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,868
    MILLIONS
  • Total Number of Accounts
    5,691
    ACCOUNTS
  • Average Account Value
    $328,305
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, 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, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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