Marty PatersonCRD Number: 5316630
Current Firm: U.s. Bancorp Investments, Inc.
Marty Paterson (CRD# 5316630) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Olympia, WA and has over 9 years of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Nr Smith & Associates, P.s.
Stapp Financial Planning, Pllc
|U.s. Bancorp Investments, Inc.||Olympia, WA||Jun 2011 - Current||5|
|Edward Jones||St Louis, MO||Apr 2007 - Jun 2011||4|
|Locating Incorporated||Issaquah, WA||Jan 1990 - Mar 2007||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- Financial planning services
- 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)
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, VT, WA, WI, WV