linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Miles Patterson

L & L Financial Services, LLP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Miles Patterson

Christopher Patterson is a registered investment advisor representative with L&L Financial Services, LLP. Christopher is currently registered with the state of Alabama and has applications pending for registration in Florida and Mississippi. Christopher has been in the industry since December of 2001, and has over 20 years of experience in the accounting field. Christopher has a background in tax preparation for both individuals and businesses.

Firm Information

Christopher Patterson is currently registered with L & L Financial Services, LLP. L&L Financial Services, LLP is an investment advisor with 6 investment adviser representatives, 2 licensed agents, and approximately $9,500,000 in regulatory assets under management. The firm provides portfolio management services for individuals and selects other advisers for clients. L&L Financial Services, LLP manages assets for 28 individuals other than high-net-worth individuals and 1 high-net-worth individual, totaling 31 accounts.

$9.50M

Assets Under Management

25

Total Clients

5

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Patterson’s Registration & Firm History

AL

01/06/2024 - Present

L&L Financial Services, LLP (MOBILE AL)

Not sure if Christopher Miles Patterson is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Miles Patterson.
Not sure if Christopher Miles Patterson is right for you?