Michael
Patterson

Securities America Advisors, Inc

CRD#5117778
Investment Advisor
in Portland, OR
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About this Advisor

Michael Patterson is a certified financial planner based in Portland, Oregon, who has been in the industry for 11 years. Patterson is an employee of Securities America Advisors, Inc. During their career, Patterson has held roles at Sii Investments, Inc, Securities America Inc and Securities America Advisors. Patterson holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in Oregon and Texas. Securities America Advisors, Inc is a registered investment firm that has its headquarters in Portland, Oregon. The investment advisory business has offices in 1,238 locations and a total of 1,875 financial advisors. It administers $22 billion in assets under management among its 141,149 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 65 charities and foundations. Of its 141,149 client accounts, just 10% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Securities America Advisors, Inc likely are comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

10250 Sw Greenburg Rd. Ste. 120
Portland, OR 97223

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

OR Average: $1,978,216,465
Total Number of Employees

1,992

OR Average: 226
Total Number of Accounts

154,747

OR Average: 7,467
Average Account Size

$141,440

OR Average: $264,928

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Michael Patterson Work History

Michael has 11 years of experience.

2017 - Present (2 years)

Securities America Inc

2017 - Present (2 years)

Securities America Advisors

2007 - 2017 (10 years)

Sii Investments, Inc

Disclosures

Michael Patterson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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