Michael Patton, financial advisor Clarion PA

Michael Patton

CRD Number: 5261447
Current Firm: Cetera Investment Advisers LLC

Michael Patton (CRD# 5261447) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clarion, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Pat Merwin Realty Clarion, PA Nov 2018 - Current 5
Cetera Financial Specialists LLC Schaumburg, IL Apr 2012 - Current 11
Cetera Investment Advisers LLC Schaumburg, IL Apr 2012 - Current 11
Patton Professional Group LLC Leeper, PA Apr 2012 - Current 11
Michael A. Patton Clarion, PA Sep 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2007
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Michael A. Patton
Phone Number: 888-528-2987
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

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