Terry
Patton
Financial Advocates Investment Management
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About this Advisor
Terry Patton is a financial advisor based in Spokane, Washington, working with Financial Advocates Investment Management. Terry has previously held positions at Master Tax Services/Corporate Resources, Cri Mortgage Network, Inc, Lpl Financial, LLC, Financial Advocates Investment Management, and Financial Management, Inc. Terry has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, Montana, Texas, and Washington. Currently, Terry is part of Financial Advocates Investment Management, which operates out of Spokane, Washington. The firm has 56 offices and 99 employees. The firm manages assets totaling $3.9 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, and pension consulting services. The fee structure at Financial Advocates Investment Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Advocates Investment Management Brokerage Details
$3,854,677,483
99
19,268
$200,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Terry Patton Work History
Financial Advocates Investment Management
Financial Management, Inc
Master Tax Services/Corporate Resources
Lpl Financial, LLC
Cri Mortgage Network, Inc
Disclosures
Please visit the SEC profile of Terry Patton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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