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Christopher Patterson

Spire Wealth Management, LLC

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About Christopher Patterson

Christopher Patterson is an active investment advisor registered with the state of Maryland. Christopher is a registered representative and investment advisor representative of Spire Wealth Management, LLC, with offices in McLean, Virginia, and Potomac, Maryland. Christopher has been in the financial services industry since 2008 and has extensive experience in financial planning, retirement and estate planning, divorce planning, and insurance. Christopher has a strong record of providing personalized financial advice to individuals and families. Christopher is also a Personal Financial Specialist.

Firm Information

Christopher Patterson is currently registered with Spire Wealth Management, LLC. Spire Wealth Management, LLC is an investment advisor headquartered in McLean, VA. They have 58 licensed agents, 87 investment advisor representatives, 84 registered representatives, 93 investment advisory functions, and 4 adviser reps for other investment advisers. They offer a range of services, including financial planning, pension consulting, insurance, retirement & estate planning, divorce planning, and selection of other advisers. They manage assets for individuals, corporations, and charitable organizations, and participate in a wrap fee program. They have $4,777,743,993 in regulatory assets under management.
Spire Wealth Management, LLC

7901 JONES BRANCH DR.

MCLEAN, VA 22102

$4.78B

Assets Under Management

80

Total Clients

73

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance, retirement & estate planning, divorce planning

Insurance, retirement & estate planning, divorce planning

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Christopher Patterson’s Registration & Firm History

VA

04/02/2008 - Present

Spire Wealth Management, LLC (MCLEAN VA)

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Licenses & Designations

BC

Issued 02/09/2008

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/24/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Patterson.
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