Stifel, Nicolaus & Company, Inc
About this Advisor
Douglas Patton is a financial advisor based out of Pensacola, Florida, who has been in the advisory business for 10 years. Patton is an employee of Stifel, Nicolaus & Company, Inc. They have spent all of their time as a financial advisor at Stifel, Nicolaus & Company, Inc. Patton holds a Series 63 license, qualifying them as a securities representative, and can advise clients in Florida and Texas. Stifel, Nicolaus & Company, Inc is a company that has its headquarters in Pensacola, Florida. The investment advisory business has offices in 434 locations and a total of 6,384 financial advisors. It manages $149 billion in assets between its 316,625 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 1,274 charities and foundations. Of its 316,625 customer accounts, 27% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules depend on the type of financial services. Fees charged by Stifel, Nicolaus & Company, Inc may include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Stifel, Nicolaus & Company, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Douglas Patton Work History
Douglas has 10 years of experience.
Stifel, Nicolaus & Company, Inc
Douglas Patton has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
Paso Robles, CA
Saint Louis, MO
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact firstname.lastname@example.org.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.