Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Bruce Patterson is a registered investment advisor with The Advisory Group of San Francisco, LLC. Roger has been working in the financial industry since 1971. Roger has been with The Advisory Group of San Francisco, LLC since October 1999. Prior to that, Roger was registered with P.R. Taylor & Co., Inc., Ogilvie & Taylor Securities Corporation, FSC Securities Corporation, Patterson Financial Services, Inc., Berkshire Equity Sales, Inc., Planned Investments Inc., CNA Investor Services, Inc. and CG Equity Sales Company. Roger holds a Series 24 General Securities Principal Examination and Series 1 Registered Representative Examination. Roger specializes in providing financial planning, portfolio management for individuals, businesses and pooled investment vehicles and pension 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.
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
01/01/2025 - Present
THE Advisory Group OF SAN Francisco, LLC (SAN FRANCISCO CA)
CA
06/20/1994 - 05/04/1999
P.R. TAYLOR & CO., INC. (PALO ALTO CA)
IL
03/28/1987 - 07/08/1992
OGILVIE & TAYLOR SECURITIES CORPORATION (CHICAGO IL)
CA
07/13/1990 - 07/07/1992
P.R. TAYLOR SECURITIES CORPORATION (PALO ALTO CA)
NA
09/04/1984 - 03/30/1987
FSC SECURITIES CORPORATION
NA
02/26/1982 - 09/25/1984
PATTERSON FINANCIAL SERVICES, INC.
NA
11/11/1976 - 09/02/1982
BERKSHIRE EQUITY SALES, INC.
NA
02/23/1977 - 03/17/1982
PLANNED INVESTMENTS INC.
NA
07/01/1975 - 01/23/1977
CNA INVESTOR SERVICES, INC.
NA
03/03/1971 - 09/01/1975
CG EQUITY SALES COMPANY
BC
Issued 10/01/1984
Series 24 - General Securities Principal Examination
BC
Issued 02/25/1971
Series 1 - Registered Representative Examination
Active
Inactive
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