Unclaimed
Darry Edward Patterson is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Darry is a registered representative with both the state of Virginia and FINRA, and has been in the financial industry since 1993. Darry has been affiliated with Cambridge Investment Research Advisors, Inc. since 2014. Previously Darry was affiliated with Kovach Securities Inc., Resource Horizons Group LLC, Terra Securities Corporation, Capital Brokerage Corporation and Forth Financial Securities, Corporation. Darry specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
10/24/2014 - Present
Cambridge Investment Research Advisors, Inc. (NEWPORT NEWS VA)
FL
10/15/2014 - 10/24/2014
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
VA
04/11/2005 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (NEWPORT NEWS VA)
IL
01/01/2004 - 04/12/2005
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
VA
12/01/1997 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
01/26/1995 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
VA
02/24/1993 - 11/14/1994
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
Issued 05/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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