Amber Patteson, financial advisor Saint Augustine FL
93 score

Amber Patteson

CRD Number: 5557344
Current Firm: Bb&t Securities, LLC

Amber Patteson (CRD# 5557344) is an Investment Advisor Representative working at Bb&t Securities, LLC in Saint Augustine, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bb&t Securities, LLC St. Augustine, FL Aug 2014 - Current 2
Wells Fargo Advisors LLC Saint Augustine, FL May 2009 - Aug 2014 5
Wachovia Bank, N.a. Jacksonville, FL Jul 2008 - Aug 2014 6
Wachovia Securities, LLC Jacksonville, FL Jul 2008 - May 2009 < 1
Ring Power Corporation St. Augustine, FL Aug 2003 - Jun 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Amber R. Patteson
Phone Number: 804-643-1811
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    11,707
    MILLIONS
  • Total Number of Accounts
    19,348
    ACCOUNTS
  • Average Account Value
    $605,078
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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, 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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