Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin A. Patterson is a financial advisor at LPL Financial LLC and has been in the industry since March 19, 2004. Kevin has been registered with LPL Financial LLC since July 24, 2009. Kevin is licensed to provide investment advice in California, Texas, and several other states. Kevin has a Series 7, Series 63, and Series 65 licenses. Kevin also holds the Securities Industry Essentials (SIE) exam. Prior to joining LPL Financial LLC, Kevin was a financial advisor at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Kevin's background includes experience in financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
08/14/2019 - Present
LPL Financial LLC (FRESNO CA)
CA
07/24/2009 - 08/14/2019
LPL FINANCIAL LLC (FRESNO CA)
CA
06/01/2009 - 07/30/2009
MORGAN STANLEY SMITH BARNEY (FRESNO CA)
CA
03/19/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FRESNO CA)
IA
Issued 04/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Patterson is the right advisor for you? Invested Better is here to help.
