Clyde Patton, financial advisor New Orleans LA
93 score

Clyde Patton

CRD Number: 4560787
Current Firm: Cambridge Investment Research Advisors, Inc.

Clyde Patton (CRD# 4560787) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Orleans, LA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Sep 2011 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2011 - Current 5
H.o.d.c., LLC New Orleans, LA Apr 2004 - Current 12
Capwest Securities, Inc. Lakewood, CO Dec 2007 - Sep 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Clyde E. Patton
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • LA
  • TX
  • MS
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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

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

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