Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Patton is a financial advisor at TLG Advisors, Inc., based in Littleton, CO. David has been in the industry since 2003, and has a broad range of experience with both individual and institutional clients. David offers a variety of services including financial planning, portfolio management, and pension consulting. David is registered with the state of California as a Registered Investment Advisor.
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.
Placement of institutional funds
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.
A percentage of the total value of assets under management is charged.
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2
CO
11/03/2017 - Present
TLG Advisors, Inc. (LITTLETON CO)
CA
02/16/2012 - 05/02/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (WESTLAKE VILLAGE CA)
CA
01/03/2011 - 02/21/2012
WELLS FARGO ADVISORS, LLC (THOUSAND OAKS CA)
CA
04/30/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (THOUSAND OAKS CA)
CA
01/13/2006 - 05/02/2007
PRIMEVEST FINANCIAL SERVICES, INC. (CAMARILLO CA)
NY
07/13/2004 - 01/10/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
01/02/2003 - 07/14/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 09/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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