Grace Pattison
Grace Pattison is a registered investment advisor at Cetera Investment Advisers LLC, based in Kissimmee, FL, with 30 years of industry experience. Grace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Kissimmee, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Grace is a CPA and owner of G Pattison CPA, providing accounting, tax preparation, payroll, and bookkeeping services, dedicating full-time hours to this. She is also the president of All Accounting Services & Taxes, Inc., spending about 10-20% of her time there, and president of Decorative Painters of Central Florida Inc., spending minimal time overseeing class schedules and rules.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
C. J. M. Planning CORP.Broker
State Registrations1 state
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