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Thomas Charles Paterson

True Private Wealth Advisors, LLC

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About Thomas Charles Paterson

Thomas Paterson is a financial advisor who has been in the industry since 2007. Thomas is currently registered with True Private Wealth Advisors, LLC and holds Series 7 and Series 66 licenses. Thomas also has a Certified Financial Planner designation. Prior to working at True Private Wealth Advisors, LLC, Thomas worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Thomas is based out of the McMinnville, OR office of True Private Wealth Advisors. Thomas's primary focus is on providing investment advisory services to individuals and businesses. Thomas specializes in financial planning, portfolio management, and pension consulting.

Firm Information

Thomas Paterson is currently registered with True Private Wealth Advisors, LLC. True Private Wealth Advisors, LLC is a financial advisory firm based in Salem, OR. They offer a range of financial planning and investment management services to individuals, families, businesses, charitable organizations, and pension and profit sharing plans. The firm manages over $1.2 billion in assets for approximately 4,400 clients.
True Private Wealth Advisors, LLC

1781 LIBERTY STREET SE

SALEM, OR 97302

$1.24B

Assets Under Management

4

Total Clients

10

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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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Thomas Paterson’s Registration & Firm History

OR

09/01/2023 - Present

True Private Wealth Advisors, LLC (MCMINNVILLE OR)

OR

08/13/2007 - 07/21/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALEM OR)

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Licenses & Designations

BOTH

Issued 11/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/10/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Charles Paterson.
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