William Patterson (CRD# 1139833) is an Investment Advisor Representative working at Cullen, Patterson Capital Management, LLC in New York, NY and has over 25 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cullen,patterson Capital Mgmt, LLC | Los Angeles, CA | Jan 2013 - Current | 11 |
| Risk Optimization Advisory | New York, NY | Jan 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
- CA
-
Total Assets Under Management153MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$25,433,333
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
CA
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