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Tonnette Patterson

Churchill Management Group

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About Tonnette Patterson

Tonnette Patterson is an Investment Advisor Representative with Churchill Management Group. She is licensed in California and has been in the industry since 2013. Tonnette has experience providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. She specializes in retirement planning, college savings, and estate planning. Tonnette is committed to providing personalized advice to help her clients achieve their financial goals.

Firm Information

Tonnette Patterson is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

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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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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percentage of assets

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

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Tonnette Patterson’s Registration & Firm History

CA

06/21/2024 - Present

Churchill Management Group (Los Angeles CA)

CA

05/04/2015 - 01/02/2018

NATIONAL PLANNING CORPORATION (El Segundo CA)

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Licenses & Designations

IA

Issued 06/21/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/11/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2017

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tonnette Patterson.
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