Christian
Patterson

Quadcap Wealth Management, LLC

CRD#6985618
Investment Advisor
in Frisco, TX

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About this Advisor

Christian Patterson is a financial advisor based in Frisco, Texas, working with Quadcap Wealth Management, LLC. Christian has previously held positions at Exencial Wealth Advisors, Downs Saffiotti & Boudreaux, LLP, Southeastern Louisiana University, and Quadcap Wealth Management, LLC. Christian has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Christian is part of Quadcap Wealth Management, LLC, which operates out of Frisco, Texas. The firm has 16 employees and manages assets totaling $769.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Quadcap Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7790 Main Street
Frisco, TX 75033-4562

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Quadcap Wealth Management, LLC Brokerage Details

Total Assets Under Management

$769,712,875

TX Average: $3,042,739,679
Total Number of Employees

16

TX Average: 49
Total Number of Accounts

1,485

TX Average: 2,315
Average Account Size

$518,325

TX Average: $1,314,358

Investment Advisory Services

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

Christian Patterson Work History

2024 - Present (1 year)

Quadcap Wealth Management, LLC

2019 - 2024 (5 years)

Exencial Wealth Advisors

2018 - 2019 (1 year)

Exencial Wealth Advisors

2016 - 2018 (2 years)

Downs Saffiotti & Boudreaux, Llp

2014 - 2018 (4 years)

Southeastern Louisiana University

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Disclosures

Please visit the SEC profile of Christian 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 Quadcap Wealth Management, LLC

Robert Alston
Frisco, TX
Christian Patterson
Frisco, TX
Monica Sipes
Frisco, TX
Cortnie Rodriguez
Frisco, TX
Megan Harper
Frisco, TX
Connor Gross
Frisco, TX
Mary Harris
Frisco, TX
Robert Knode
Frisco, TX

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.

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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.

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