Jerod
Patterson
Allworth Financial, L.P
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About this Advisor
Jerod Patterson is a financial advisor based in Vancouver, Washington, working with Allworth Financial, L.P. Jerod has previously worked at Securities America, Inc, Boise Cascade Co, Osaic Wealth, Inc, Allworth Financial, and Aw Securities. Jerod has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Jerod is part of Allworth Financial, L.P, which operates out of Vancouver, Washington. The firm has 35 offices and 466 employees. Allworth Financial, L.P manages assets totaling $25.1 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Allworth Financial, L.P includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Allworth Financial, L.P Brokerage Details
$25,097,132,975
466
64,930
$386,526
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jerod Patterson Work History
Allworth Financial
Aw Securities
Osaic Wealth, Inc
Securities America, Inc
Boise Cascade Co
Disclosures
Please visit the SEC profile of Jerod Patterson 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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