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Robert Landon Patterson

Orion Portfolio Solutions, LLC

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About Robert Landon Patterson

Robert Landon Patterson is an investment advisor representative at Orion Portfolio Solutions, LLC. Robert has been in the financial industry since 2012 and holds the Series 66 and Series 7 licenses as well as the SIE exam. Robert has a strong background in working with individuals, corporations, and pension and profit-sharing plans. Robert has experience working with high net worth individuals and has been involved in the portfolio management of educational savings and ABLE plans.

Firm Information

Robert Patterson is currently registered with Orion Portfolio Solutions, LLC. Orion Portfolio Solutions, LLC is a registered investment advisor with $53.84 billion in regulatory assets under management. The firm, headquartered in Omaha, NE, provides a range of advisory services, including portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. They serve a variety of clients, including individuals, corporations, pension plans, charitable organizations, and educational savings & ABLE plans.
Orion Portfolio Solutions, LLC

17605 WRIGHT ST

OMAHA, NE 68130

$53.84B

Assets Under Management

Not reported

Total Clients

173

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for educational savings & able plans

Portfolio management for educational savings & able plans

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Patterson’s Registration & Firm History

NE

08/21/2023 - Present

Orion Portfolio Solutions, LLC (OMAHA NE)

NY

10/20/2021 - 08/03/2023

PAYCHEX SECURITIES CORPORATION (ROCHESTER NY)

TX

08/08/2014 - 10/14/2021

AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)

TX

01/15/2014 - 07/09/2014

HINES SECURITIES, INC. (HOUSTON TX)

TX

08/10/2012 - 01/03/2014

EDWARD JONES (SAN MARCOS TX)

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Licenses & Designations

BOTH

Issued 08/28/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Landon Patterson.
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