David Patterson, financial advisor Mount Pleasant TX
90 score

David Patterson

CRD Number: 6133511
Current Firm: Edward Jones

David Patterson (CRD# 6133511) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2012 - Current 4
East Texas Broadcasting Mount Pleasant, TX May 2010 - Oct 2012 2
Comlink Southwest Tempe, AZ Apr 2008 - Apr 2010 2
Equipoint Financial Network Mesa, AZ Jan 2007 - Apr 2008 1
Home Capital, Inc. Scottsdale, AZ Sep 2006 - Jan 2007 < 1
Key/sunland Mortgage Phoenix, AZ Feb 2004 - Sep 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for David W. Patterson
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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