Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Patton is a financial advisor in Venice, FL. He is a Registered Investment Advisor representative. Bradley Patton is currently associated with Fourthought Financial Partners, LLC and has been in the industry for over 16 years. Bradley Patton is a Certified Financial Planner and a Chartered Financial Consultant. Bradley Patton's experience includes working with Wells Fargo Advisors Financial Network, LLC, USAA Financial Advisors, Inc., USAA Investment Management Company, Farmers Financial Solutions, LLC and State Farm VP Management Corp.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management and insurance solutions.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Rev sharing with frs & eligible credit & cash mgmt solutions
1
2
FL
11/09/2022 - Present
Fourthought Financial Partners, LLC (VENICE FL)
FL
03/19/2018 - 01/09/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (VENICE FL)
FL
01/05/2017 - 03/14/2018
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
AZ
08/31/2007 - 09/08/2016
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
04/25/2006 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
CA
04/28/2005 - 11/17/2005
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IL
02/26/2004 - 04/04/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 10/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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