Brian Patton
Brian Patton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sparta, IL, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
101 W Broadway St, Sparta, IL, 62286
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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
Brian sells fixed insurance products, dedicating minimal time to this activity. He also co-owns two rental properties in Oxford, MS and St. Louis, MO.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
The Heitner CorporationBroker
State Registrations21 states
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