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Eric Robert Patterson

Lincoln Financial Distributors, Inc.

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About Eric Robert Patterson

Eric Robert Patterson is a financial advisor with over 27 years of experience in the financial services industry. Eric is currently registered with Lincoln Financial Distributors, Inc. Eric has held previous positions with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Princor Financial Services Corporation, EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. Eric has Series 6, Series 63, and SIE licenses. Eric is currently registered in 8 states: California, Hawaii, Minnesota, Nevada, New Mexico, Oregon, Utah, and Washington.

Firm Information

Eric Patterson is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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.

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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Eric Patterson’s Registration & Firm History

PA

12/31/2000 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

IN

10/11/2000 - 12/31/2000

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

10/11/2000 - 12/31/2000

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

IA

04/21/1997 - 10/03/2000

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

NY

08/08/1995 - 02/13/1997

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

08/08/1995 - 02/13/1997

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/26/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eric Robert Patterson. Review regulatory record here.
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