Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Patton has been a registered investment advisor since 1996. Robert John Patton is currently employed with Sageview Advisory Group, LLC. Robert John Patton has been registered with Sageview Advisory Group, LLC since 2009. Robert John Patton has experience in the financial services industry with previous employment at WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP, HOTOVEC POMERANZ & CO., INC., FIRST ALLIED SECURITIES, INC., and ROUND HILL SECURITIES, INC.
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.
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
CA
06/05/2009 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
CA
01/01/2008 - 05/22/2009
WELLS FARGO ADVISORS, LLC (EAST PALO ALTO CA)
CA
08/01/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (REDWOOD SHORES CA)
CA
03/14/2005 - 06/07/2006
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (SAN FRANCISCO CA)
MA
07/28/1999 - 02/14/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
CA
03/31/1997 - 06/15/1999
HOTOVEC POMERANZ & CO., INC. (SAN FRANCISCO CA)
CA
09/16/1996 - 04/07/1997
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
08/08/1996 - 09/12/1996
ROUND HILL SECURITIES, INC. (ALAMO CA)
BC
Issued 08/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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