Patterson Investments, Inc.

Patterson Investments, Inc. (CRD# 152218) is a financial advisory firm headquartered in Davie, FL. They manage $72,488,469 in 302 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    302
    ACCOUNTS
  • Average Account Value
    $240,028
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Patterson Investments, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jack N. Patterson
CRD#: 2420893
2655 Lejeune Road, Ste. 909, Coral Gables, FL 33134

Jack Patterson (CRD# 2420893) is an Investment Advisor Representative working at Patterson Investments, Inc. in Coral Gables, FL and has over 26 years of experience in the finance industry.

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