Garrett Patton (CRD# 5948824) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 4 years of experience in the finance industry.
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
CRD# 4512665
Blossom Wealth Management, LLC
Score
108
CRD# 5793035
Parker Investment Management, LLC
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fisher Investments | San Mateo, CA | Sep 2013 - Current | 4 |
| Unemployed | Citrus Heights, CA | May 2013 - Sep 2013 | < 1 |
| Uc Merced | Merced, CA | Aug 2009 - May 2013 | 3 |
| Uc Merced | Merced, CA | Apr 2012 - Apr 2013 | 1 |
| Mobile Iron Inc. | Mountain View, CA | Jun 2012 - Aug 2012 | < 1 |
| Morgan Stanlley Smith Barney | San Francisco, CA | Jun 2011 - Aug 2011 | < 1 |
| Beach Hut Deli | Citrus Heights, CA | Jun 2010 - Aug 2010 | < 1 |
| Casa Roble High School | Orangevale, CA | Aug 2005 - May 2009 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
- AL
- CA
- AK
- RI
-
Total Assets Under Management71,790MILLIONS
-
Total Number of Accounts65,848ACCOUNTS
-
Average Account Value$1,090,233
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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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