Lesley Patterson, financial advisor Torrance CA
93 score

Lesley Patterson

CRD Number: 4448405
Current Firm: Transamerica Financial Advisors, Inc.

Lesley Patterson (CRD# 4448405) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Torrance, CA and has over 15 years of experience in the finance industry.

Similar Advisors
Jeffrey Tilson, financial advisor Torrance CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
David Fried, financial advisor Torrance CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Score
104
Similar Advisors
Morris Amiri, financial advisor Torrance CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Score
103
Company Name Location Dates Years
Covered California Culver City, CA Mar 2014 - Current 2
City Of Hawthorne Hawthorne, CA Dec 2013 - Current 3
Transamerica Financial Advisors, Inc. Torrance, CA Jan 2012 - Current 4
Great One Realty Cuvler City, CA Jun 2005 - Current 11
Wfg Chino, CA Apr 2005 - Current 11
Great One Enterprises LLC Culver City, CA Mar 2011 - Mar 2014 3
Lesley Patterson Sr, A Sole Proprietor Culver City, CA Jan 2011 - Mar 2014 3
Investment Advisors International, Inc. Chino, CA Apr 2007 - Jan 2012 4
World Group Securities, Inc. Chino, CA Apr 2002 - Jan 2012 9
Colonial Life Long Beach, CA Feb 2009 - Dec 2010 1
E-loans Funding Torrance, CA May 2005 - May 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Lesley D. Patterson
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.