Michael Patterson is a CFP, ChFC-designated registered investment advisor, based in Raleigh, NC, with 40 years of industry experience.
Location
5904 Six Forks Road, Suite 105, Raleigh, NC, 27609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a principal at Simplicity Group, distributing life insurance, non-registered annuities, and related products, dedicating nearly full-time hours to this role. He also has several other roles, including board member for A.J. Fletcher Foundation and NC Supplemental Retirement Board of Trustees, member of NC Retirement System Investment Advisory Committee, co-owner of personal real estate, manager of a charitable gift fund, member of 1982 Ventures LLC, and secretary for Flourish With Science LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Mid-Atlantic Securities, INC.Broker
Protective Equity Services, INC.Broker
State Registrations3 states
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