Securities America Advisors, Inc
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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
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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.
Securities America Inc
Securities America Advisors
Sii Investments, Inc
Michael Patterson has no disclosures.
Please visit their SEC profile for more details.