Invested Better
Unclaimed

Unclaimed

Unclaimed

Darry Edward Patterson

Cambridge Investment Research Advisors, Inc.

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

About Darry Edward Patterson

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.

Firm Information

Darry Patterson is currently registered with Cambridge Investment Research Advisors, Inc.. Cambridge Investment Research Advisors, Inc. is an investment advisor with over 3,000 licensed agents and registered representatives. Based in Fairfield, Iowa, the firm provides a range of advisory services including financial planning, pension consulting, educational seminars, and market timing services. Their client base encompasses high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. The firm manages approximately $87.37 billion in assets under management.
Cambridge Investment Research Advisors, Inc.

1776 PLEASANT PLAIN RD.

FAIRFIELD, IA 52556-8757

$87.37B

Assets Under Management

71,763

Total Clients

3,513

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

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

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

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

check

other

Solicitation fees from 3rd party money managers

Find Your Ideal Financial Advisor

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.

Darry Patterson’s Registration & Firm History

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)

Not sure if Darry Edward Patterson is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Darry Edward Patterson.
Not sure if Darry Edward Patterson is right for you?