Patricia StathamCRD Number: 1774804
Current Firm: Redstone Advisors Inc.
Patricia Statham (CRD# 1774804) is an Investment Advisor Representative working at Redstone Advisors Inc. in Wichita, KS and has over 29 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Cottonwood Wealth Management, LLC
|Redstone Advisors, Inc.||Wichita, KS||Nov 1995 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1987|
|S65||NASAA Investment Advisors Law Examination||Feb 2004|
Total Assets Under Management458MILLIONS
Total Number of Accounts106ACCOUNTS
Average Account Value$4,322,613
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, LA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WI, WV