Paul
Patterson

First Advisors National, LLC

CRD#357963
Investment Advisor
in Rock Hill, SC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Paul Patterson is a financial advisor based in Rock Hill, South Carolina, working with First Advisors National, LLC. Paul has previously held positions as a Self Employed Marketing Consultant and at Centurian Capital. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and South Carolina. Currently, Paul is part of First Advisors National, LLC, which operates out of Rock Hill, South Carolina. The firm has 60 offices and 70 employees. The firm manages assets totaling $448.3 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at First Advisors National, LLC includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

Rock Hill, SC

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

First Advisors National, LLC Brokerage Details

Total Assets Under Management

$448,270,954

SC Average: $3,570,121,308
Total Number of Employees

70

SC Average: 58
Total Number of Accounts

4,892

SC Average: 1,608
Average Account Size

$91,633

SC Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Paul Patterson Work History

1989 - Present (35 years)

Self Employed Marketing Consultant

1989 - Present (35 years)

Centurian Capital

Disclosures

Please visit the SEC profile of Paul 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 First Advisors National, LLC

William Goaslind
Phoenux, AZ
Elwood Chambers
Crossville, TN
Michael Schessler
Chicago, IL
Brendan Houlihan
Palos Heights, IL
George Nickels
Flowery Branch, GA
Jeremy Vaught
Apache Junction, AZ
Joseph Maggiore
Virginia Beach, VA
Peter Crabtree
Libertyville, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started