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Paul Steven Patterson

First Advisors National, LLC

Rock Hill, SC

CRD 357963

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Employer firm

First Advisors National, LLC CRD 166212

$506M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RETIREMENT PLANNING CONSULTATIONS

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

Current Employers
First Advisors National, Llc

1372 Peachtree Street Ne, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2013-01-25
  • NC RA
    APPROVED
    Since 2013-01-25

Branch Locations

Rock Hill, SC • 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
Self Employed Marketing Consultant Houston TX 01/1989 Present
Centurian Capital The Woodlands TX 01/1989 Present
  • 01/1989 → Present
    Self Employed Marketing Consultant
    Houston, TX
  • 01/1989 → Present
    Centurian Capital
    The Woodlands, TX
Previous Registrations
  • 2011-07-14 → 2012-12-31
    Institute For Wealth Advisors, Inc.
    Indian Trail, NC
  • 2011-02-08 → 2011-12-31
    Braswell Wealth Management Llc
    Nashville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-02
S63 Uniform Securities Agent State Law Examination 1981-05-14
  • S65 Uniform Investment Adviser Law Examination
    2010-07-02
  • S63 Uniform Securities Agent State Law Examination
    1981-05-14

View on SEC IAPD

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