Stephen
Patterson
Diversify Advisory Services, LLC
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About this Advisor
Stephen Patterson is a financial advisor based in Windsor, Colorado, working with Diversify Advisory Services, LLC. Stephen has previously held positions at American National Insurance Company, Securities Management And Research, Inc, Bfc Planning, Inc, The Leaders Group, Inc, and Patterson Agency, LLC. Stephen has passed the Series 63 regulatory exam and is registered to provide services in Colorado. Currently, Stephen is part of Diversify Advisory Services, LLC, which operates out of Windsor, Colorado. The firm has 27 offices and 156 employees. The firm manages assets totaling $2.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Diversify Advisory Services, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
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Diversify Advisory Services, LLC Brokerage Details
$2,872,027,172
156
13,027
$220,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Stephen Patterson Work History
Patterson Agency, LLC
The Leaders Group, Inc
Bfc Planning, Inc
American National Insurance Company
Securities Management And Research, Inc
Disclosures
Please visit the SEC profile of Stephen Patterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Diversify Advisory Services, LLC
Los Angeles, CA
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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