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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patterson is a financial advisor at KFA Private Wealth Group, LLC. James has over 17 years of experience in the financial services industry. He is a Certified Financial Planner (CFP) and holds the Series 66, Series 7 and SIE licenses. James has worked with a wide range of clients, including high-net-worth individuals, families, and businesses. He specializes in providing financial planning, investment management, and retirement planning services. James is committed to providing his clients with personalized and comprehensive financial advice. He is also dedicated to building long-lasting relationships with his clients based on trust and mutual respect. James has been recognized as a top advisor by several publications, including Forbes and Barron's.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
10/29/2015 - Present
KFA Private Wealth Group, LLC (TYSON VA)
VA
01/02/2018 - 10/02/2023
ARETE WEALTH MANAGEMENT, LLC (Vienna VA)
VA
10/29/2015 - 12/31/2017
SPIRE SECURITIES, LLC (Vienna VA)
VA
08/04/2006 - 11/10/2015
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
BOTH
Issued 08/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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