Michael PattersonCRD Number: 5117778
Current Firm: Securities America Advisors, Inc.
Michael Patterson (CRD# 5117778) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Portland, OR and has over 16 years of experience in the finance industry. Michael Patterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wells Fargo Clearing Services, LLC
Willamette Financial Advisors, LLC
The H Group Washington, Inc.
|Securities America Inc.||Portland, OR||Oct 2017 - Current||4|
|Securities America Advisors||Portland, OR||Oct 2017 - Current||4|
|Sii Investments, Inc.||Portland, OR||Jan 2007 - Oct 2017||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2006|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management45,429MILLIONS
Total Number of Accounts211,800ACCOUNTS
Average Account Value$214,492
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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