James
Patton
Planmember Securities Corporation
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About this Advisor
James Patton is a financial advisor based in Oviedo, Florida, working with Planmember Securities Corporation. James has previously held positions at Planmember Securities Corporation, Old Dominion Insurance & Investments, Inc, Everbank, and Virginia Eagle Distributing Co., LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, James is part of Planmember Securities Corporation, which operates out of Oviedo, Florida. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$8,275,617,707
427
69,347
$119,336
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
- Educational seminars/workshops
- Other
James Patton Work History
Planmember Securities Corporation
Old Dominion Insurance & Investments, Inc
Virginia Eagle Distributing Co., LLC
Everbank
Disclosures
Please visit the SEC profile of James 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 Planmember Securities Corporation
Carpinteria, CA
Oviedo, FL
Davenport, IA
Houston, TX
Akron, OH
Grandville, MI
Carpinteria, CA
Irvington, NY
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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