Richard Dale Patterson

Employer firm

Certified Advisory Corp CRD 120990

$3.04B regulatory AUM 61 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2001 → Present
  Associated Planners
  Orlando, FL
• 06/2006 → Present
  Certified Advisory Corp
  Altamonte Springs, FL
• 06/2006 → 07/2021
  Transam Securities, Inc.
  Altamonte Springs, FL
• 03/2021 → Present
  Fortune Financial Services
  Monaca, PA

Previous Registrations

• 2005-03-23 → 2006-06-05
  Mutual Service Corporation
  Orlando, FL

Other Businesses

PRESIDENT/OWNER OF ASSOCIATED PLANNERS GROUP SINCE 1985. 8451 BAY HILL BLVD, ORLANDO, FL 32819. 2) SINCE 1967- INDEPENDENT LIFE AND HEALTH INSURANCE AGENT. INVESTMENT-RELATED. MY INSURANCE ACTIVITIES TAKE ABOUT 30% OF MY TIME. 3.) IAR with Certified Advisory Corp since 2006

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-04-12

Designations

• Chartered Financial Consultant

Other Names

• Rick Patterson