Christopher
Patton
Novare Capital Management
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About this Advisor
Christopher Patton is a financial advisor based in Charlotte, North Carolina, working with Novare Capital Management. Christopher has previously held a position at Novare Capital Management. Christopher has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Christopher is part of Novare Capital Management, which operates out of Charlotte, North Carolina. The firm has 22 employees and manages assets totaling $1.5 billion. The firm 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, and portfolio management for institutional clients. The fee structure at Novare Capital Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Novare Capital Management Brokerage Details
$1,509,026,137
22
1,814
$831,878
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Christopher Patton Work History
Novare Capital Management
Disclosures
Please visit the SEC profile of Christopher 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 Novare Capital Management
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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