Patty Clemmons, financial advisor Norcross GA
96 score

Patty Clemmons

CRD Number: 5450779
Current Firm: United Capital Financial Advisers

Patty Clemmons (CRD# 5450779) is an Investment Advisor Representative working at United Capital Financial Advisers in Norcross, GA and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
United Capital Financial Advisers, LLC Newport Beach, CA Aug 2012 - Current 4
Sanders Financial Management, Inc. Norcross, GA Aug 2007 - Aug 2012 5
Unemployed Lawrenceville, GA Jun 2006 - Jul 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2007
Contact Info for Patty B. Clemmons
Phone Number: 949-999-8500
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    15,406
    MILLIONS
  • Total Number of Accounts
    48,598
    ACCOUNTS
  • Average Account Value
    $317,017
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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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