Richard
Patterson

Certified Advisory Corp

CRD#805642
Investment Advisor
in Orlando, FL

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About this Advisor

Richard Patterson is a chartered financial consultant based in Orlando, Florida with a total of 17 years of relevant experience. Patterson is currently employed by Certified Advisory Corp. Throughout their career, they have worked at Associated Planners, Certified Advisory Corp, Transam Securities, Inc, Maitland Securities, Inc and Fortune Financial Services. Patterson has a Series 63 license, certifying them as a securities broker, and is approved to serve investors in Florida and Texas. Certified Advisory Corp is an advisory business that has its headquarters in Altamonte Springs, FL. The investment advisory business has offices in five locations and a total of 38 financial advisors. It oversees $2 billion in assets among its 5,503 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 5,503 accounts, 19% are associated with high-net-worth clients who have more than $1 million in assets. Certified Advisory Corp offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees largely vary depending on which services the firm provides the client. However, fee types billed by Certified Advisory Corp likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Orlando, FL

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Certified Advisory Corp Brokerage Details

Total Assets Under Management

$1,921,925,914

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

38

FL Average: 62
Total Number of Accounts

5,503

FL Average: 2,474
Average Account Size

$349,251

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Richard Patterson Work History

Richard has been registered as a financial advisor for 17 years.*

2021 - Present (3 years)

Fortune Financial Services

2006 - Present (18 years)

Certified Advisory Corp

2001 - Present (23 years)

Associated Planners

2013 - 2015 (2 years)

Maitland Securities, Inc

2006 - 2021 (15 years)

Transam Securities, 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 Richard 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 Certified Advisory Corp

Justin Spitler
Altamonte Springs, FL
Jessica Hall
Altamonte Springs, FL
Delbert Smith
Altamonte Springs, FL
Todd Tocco
Altamonte Springs, FL
Matthew Murphy
Altamonte Springs, FL
Aaron Bert
Altamonte Springs, FL
Adam Jones
Gainesville, FL
Rodney Ownby
Altamonte Springs, 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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