Thomas
Paterson
True Private Wealth Advisors, LLC
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About this Advisor
Thomas Paterson is a financial advisor based in Mcminnville, Oregon, working with True Private Wealth Advisors, LLC. Thomas has previously held positions at Corrigan Wickman Advisory, LLC, United Capital Financial Advisers, LLC, True Private Wealth Advisors, LLC, and Goldman Sachs Personal Financial Management. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Oregon and Texas. Currently, Thomas is part of True Private Wealth Advisors, LLC, which operates out of Mcminnville, Oregon. The firm has 2 offices and 23 employees. The firm manages assets totaling $1.2 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, and selection of other advisers. The fee structure at True Private Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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True Private Wealth Advisors, LLC Brokerage Details
$1,240,700,489
23
4,412
$281,210
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
Thomas Paterson Work History
True Private Wealth Advisors, LLC
Goldman Sachs Personal Financial Management
United Capital Financial Advisers, LLC
Corrigan Wickman Advisory, LLC
Disclosures
Please visit the SEC profile of Thomas Paterson 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 True Private Wealth Advisors, LLC
Eugene, OR
Salem, OR
Salem, OR
Salem, OR
Salem, OR
Salem, OR
Salem, OR
Mcminnville, OR
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