Forrest
Patterson
Gradient Securities, LLC
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About this Advisor
Forrest Patterson is a financial advisor based in Hurst, Texas, working with Gradient Securities, LLC. Forrest has previously held positions at Advocate Financial Partners, Gradient Advisors LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, American Senior Benefits, Gradient Securities, and Bloom Financial Partners, LLC. Forrest has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Forrest is part of Gradient Securities, LLC, which operates out of Hurst, Texas. The firm has 38 offices and 62 employees. The firm manages assets totaling $475.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Gradient Securities, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gradient Securities, LLC Brokerage Details
$475,170,843
62
6,625
$71,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Forrest Patterson Work History
Gradient Securities
American Senior Benefits
Bloom Financial Partners, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Gradient Advisors LLC
Adovcate Financial Partners
Disclosures
Please visit the SEC profile of Forrest 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 Gradient Wealth Management
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