Best Investors Account Sign in
Inactive

Patricia Conde Patterson

Premier Financial Planning, Inc.

San Diego, CA

Claim This Profile
Current Employers
Premier Financial Planning, Inc.

Valley Center, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-29
TX RA APPROVED 2008-09-24
  • CA RA
    APPROVED
    Since 2026-07-29
  • TX RA
    APPROVED
    Since 2008-09-24

Branch Locations

16935 West Bernardo Drive, Suite 103, San Diego, CA 92127 • 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
Premier Financial Planning, Llp Escondido CA 01/2004 Present
Premier Financial Planning, Inc. Escondido CA 11/2007 Present
Previous Registrations
  • 2004-03-05 → 2008-02-29
    Premier Financial Planning, Llp
    Escondidio, CA
  • 1998-03-03 → 2004-11-30
    Premier Financial Planning
    Escondido, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-09-23
  • S63 Uniform Securities Agent State Law Examination
    1992-09-23
Designations
Other Names
  • Patricia Conde Peltin
  • Patricia C Peltin
  • Patricia Ann Conde
  • Patricia Conde Peltin

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RBC CAPITAL MARKETS, LLC
CETERA INVESTMENT MANAGEMENT LLC
ONE CAPITAL MANAGEMENT, LLC
TRIVANT CUSTOM PORTFOLIO GROUP LLC
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
RICE HALL JAMES & ASSOCIATES LLC

Other Investors

Summer Rae Pretzer
Jeffrey Raymond Dockan
Arben Qirjazi
James Grandinetti
RYAN MAUL
JAMES T FARLEY
ASHLEY LYNN TESTER
Megan Polizzi

Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor