Alan Patton (CRD# 4808555) is an Investment Advisor Representative working at Integrity Advisory Solutions in Waynetown, IN and has over 19 years of experience in the finance industry.
CRD# 4121340
Lpl Financial LLC
CRD# 4562124
Edward Jones
CRD# 1447515
Banker Investment Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrity Advisory Solutions, LLC | Burlington, NC | Sep 2023 - Current | < 1 |
| Isj | Indianapolis, IN | Dec 2019 - Current | 4 |
| Burlington Alliance Capital Management, LLC | Burlington, NC | May 2021 - Aug 2023 | 2 |
| M&k Truck Centers | Frankfort, IN | Sep 2014 - Dec 2019 | 5 |
| Tru-flex | West Lebanon, IN | Jan 2009 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- IN
- NC
-
Total Assets Under Management147MILLIONS
-
Total Number of Accounts783ACCOUNTS
-
Average Account Value$188,376
- 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
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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