John
Patterson
Momentum Independent Network Inc
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About this Advisor
John Patterson is a financial advisor based out of Dallas, Texas with 15 years of industry experience. Patterson is an employee of Momentum Independent Network Inc. They have spent their entire time as a financial advisor at Momentum Independent Network Inc. Patterson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado, Illinois, Iowa, Louisiana, Missouri, New York, Oklahoma and Texas. Momentum Independent Network Inc is a firm headquartered in Dallas, TX. It has offices in 93 locations and a total of 140 employees. It handles $825 million in assets under management among its 3,028 accounts, placing it among the larger firms in the country by assets under management. The firm provides financial advice to seven charities and foundations. Of its 3,028 client accounts, just 8% belong to high-net-worth individuals who have at least $1 million in investable assets. Momentum Independent Network Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types billed by Momentum Independent Network Inc can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Momentum Independent Network Inc Brokerage Details
$824,546,760
140
3,028
$272,307
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
John Patterson Work History
John has been registered as a financial advisor for 15 years.*
Sws Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John 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 Momentum Independent Network Inc
Salado, TX
Dallas, TX
Dallas, TX
Winston Salem, NC
Dallas, TX
Henrico, VA
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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