Patterson Advisors

Patterson Advisors (CRD# 137238) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Patterson Advisors
Showing 1 - 2 of 2 top financial advisors.
1
David C. Patterson
CRD#: 4875350
Waterford, MI
90
Wealthminder
score

David Patterson (CRD# 4875350) is an Investment Advisor Representative working at Patterson Advisors in Waterford, MI and has 1 year of experience in the finance industry. David 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.

2
Erin E. Preston
CRD#: 4880658
Waterford, MI
90
Wealthminder
score

Erin Preston (CRD# 4880658) is an Investment Advisor Representative working at Patterson Advisors in Waterford, MI and has 1 year of experience in the finance industry. Erin Preston 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.

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