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David C. Patterson

Patterson Advisors

Waterford, MI

CRD 4875350

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Employer firm

Patterson Advisors CRD 137238

20 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Patterson Advisors

Waterford, MI • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-02-04
  • MI RA
    APPROVED
    Since 2010-02-04

Branch Locations

Waterford, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Patterson Advisors, Llc Waterford MI 08/2005 Present
  • 08/2005 → Present
    Patterson Advisors, Llc
    Waterford, MI
Designations
  • Certified Financial Planner

View on SEC IAPD

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