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Rhett Lynn Patterson

Valmark Securities, Inc.

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About Rhett Lynn Patterson

Rhett Lynn Patterson is a financial professional with over 20 years of experience in the industry. Rhett is currently registered with Valmark Securities, Inc. and is located in Irvine, CA. Rhett has a Series 6 and Series 63 license as well as the Securities Industry Essentials (SIE) exam. Rhett has previous experience with Newport Group Securities, Inc., Clark Securities, Inc., Chase Investment Services Corp. and Simmers Capital Management Corporation.

Firm Information

Rhett Patterson is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

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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Rhett Patterson’s Registration & Firm History

CA

04/13/2022 - Present

Valmark Securities, Inc. (Irvine CA)

TX

05/18/2011 - 04/11/2022

NEWPORT GROUP SECURITIES, INC. (Dallas TX)

TX

04/02/2004 - 05/02/2011

CLARK SECURITIES, INC. (DALLAS TX)

IL

07/10/2001 - 08/21/2002

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

AZ

09/22/2000 - 11/16/2000

SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)

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Licenses & Designations

BC

Issued 09/26/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rhett Lynn Patterson.
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