Ray Patterson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in San Antonio, TX, with 27 years of industry experience. Ray is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
16414 San Pedro Ave, Suite 355 3rd Fl, San Antonio, TX, 78232
Get directionsHistory
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 →Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Douglas Schroeder, CFPWells Fargo Advisors
- Ernest Trevino, CFPWells Fargo Advisors
- William KopplinWells Fargo Advisors
- Joanna PuderWells Fargo Advisors
- Stephen Breig, CFPWells Fargo Advisors
- Grant CherryWells Fargo Advisors