Bradley
Patton

Fourthought Financial Partners, LLC

CRD#4741398
Investment Advisor
in Venice, FL

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About this Advisor

Bradley Patton is a certified financial planner and chartered financial consultant based out of Venice, Florida who has 1 year of relevant experience. Patton is on the advisory team at Fourthought Financial Partners, LLC. Throughout their career, Patton has worked at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Usaa Investment Management Company, Wells Fargo Advisors Financial Network, LLC, Fourthought Financial LLC and Fourthought Financial Partners, LLC. Patton has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Texas. Fourthought Financial Partners, LLC is an advisory company that has its headquarters in Venice, FL. It manages $1 billion in assets under management among its 3,097 client accounts, making it one of the bigger firms in the nation by assets under management. The firm provides services to four charitable organizations. Of its 3,097 client accounts, 43% belong to high-net-worth clients who have more than $1 million in assets available to invest. Fourthought Financial Partners, LLC performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules usually are based on which services the firm provides the client. However, fee types charged by Fourthought Financial Partners, LLC likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

310 W. Venice Avenue Suite 201
Venice, FL 34285

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Fourthought Financial Partners, LLC Brokerage Details

Total Assets Under Management

$1,071,312,815

FL Average: $1,855,561,029
Total Number of Employees

17

FL Average: 62
Total Number of Accounts

3,097

FL Average: 2,474
Average Account Size

$345,920

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Bradley Patton Work History

Bradley has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fourthought Financial Partners, LLC

2020 - Present (4 years)

Fourthought Financial LLC

2018 - 2018 (< 1 year)

Usaa Investment Management Company

2018 - 2020 (2 years)

Wells Fargo Advisors Financial Network, LLC

2016 - 2018 (2 years)

Usaa Financial Planning Services

2016 - 2018 (2 years)

Usaa Financial Advisors, Inc

2013 - 2016 (3 years)

Usaa Financial Planning Services

2007 - 2016 (9 years)

Usaa Financial Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bradley Patton 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 Fourthought Financial Partners, LLC

Alexander Wolfe
Venice, FL
Scott Pinkerton
Venice, FL
James Stamper
Venice, FL
Bradley Patton
Venice, FL
Susan Keen
Venice, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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