James PattersonCRD Number: 5062666
Current Firm: Kfa Private Wealth Group, LLC
James Patterson (CRD# 5062666) is an Investment Advisor Representative working at Kfa Private Wealth Group, LLC in Vienna, VA and has over 15 years of experience in the finance industry. James 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.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Arete Wealth Management||Chicago, IL||Jan 2018 - Current||3|
|Kfa Private Wealth Group, LLC||Vienna, VA||Oct 2015 - Current||6|
|Spire Securities, LLC||Mclean, VA||Oct 2015 - Dec 2017||2|
|Ameriprise Financial Services Inc.||Vienna, VA||Aug 2006 - Oct 2015||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2006|
Total Assets Under Management542MILLIONS
Total Number of Accounts2,914ACCOUNTS
Average Account Value$186,101
- 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
- Selection of other advisers (including private fund managers)
CA, CO, DC, FL, GA, MD, NC, NE, NH, NY, OH, PA, TX, VA, WA
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