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Christopher Todd Patton

Novare Capital Management

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About Christopher Todd Patton

Christopher Patton is a financial advisor with over 30 years of experience in the industry. Christopher Patton is currently registered with Novare Capital Management in Charlotte, North Carolina. Christopher Patton previously worked for USALLIANZ SECURITIES, INC. in Minneapolis, Minnesota, WMA SECURITIES, INC. in Duluth, Georgia, MONY SECURITIES CORP. in New York, New York, THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK in New York, New York, and THE VARIABLE ANNUITY MARKETING COMPANY. Christopher Patton holds a Series 63 and a Series 65 license. Christopher Patton is a Chartered Financial Consultant.

Firm Information

Christopher Patton is currently registered with Novare Capital Management. Novare Capital Management is a Charlotte, NC-based investment firm offering financial planning, portfolio management for individuals and businesses, and other advisory services. The firm manages over $1.5 billion in assets for high-net-worth individuals, charitable organizations, corporations, individuals other than high-net-worth, and pension and profit-sharing plans.
Novare Capital Management

521 E. MOREHEAD

CHARLOTTE, NC 28202

$1.51B

Assets Under Management

Not reported

Total Clients

15

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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percentage of assets

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

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Christopher Patton’s Registration & Firm History

NC

09/28/2017 - Present

Novare Capital Management (CHARLOTTE NC)

MN

03/15/1999 - 12/31/2001

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

GA

03/17/1995 - 02/26/1999

WMA SECURITIES, INC. (DULUTH GA)

NY

05/12/1989 - 03/27/1995

MONY SECURITIES CORP. (NEW YORK NY)

NY

05/12/1989 - 10/15/1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)

NA

10/10/1988 - 03/22/1989

THE VARIABLE ANNUITY MARKETING COMPANY

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Licenses & Designations

IA

Issued 04/13/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/08/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/07/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Todd Patton.
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