Kevin David Patterson

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → 11/2024
  Valic Financial Advisors
  Linthicum, MD
• 12/2022 → 11/2024
  Agia
  Houston, TX
• 11/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 11/2024 → Present
  Guardian Wealth
  Annapolis, MD

Previous Registrations

• 2008-04-16 → 2024-11-25
  Valic Financial Advisors, Inc.
  Mclean, VA
  Linthicum Heights, MD
  Linthicum Heights, MD

Other Businesses

1. Fixed insurance sales; as of 11/06/2024; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, KD Patterson Music, LLC; private entity established to manage band; Located in Annapolis, MD; as of 6/28/2024; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 3. Owner, Guardian Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/28/2024; 100% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-07

Designations

• Certified Financial Planner