David Patton
David Patton is a registered investment advisor at Cetera Investment Advisers LLC, based in Clinton Township, MI, with 25 years of industry experience. David 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
15985 Canal Rd., Clinton Township, MI, 48038
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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
David sells life insurance and annuities through various companies since 2013, dedicating minimal time to this activity. He also owns Colombia Capital Services LLC (real estate financing) and Clever Home Solutions LLC (real estate), spending about 10-20% of his time and about 10-20% of his time, respectively, on these ventures.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Cco Investment Services CORP.
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Charter One Securities, INC.Broker
Banc One Securities CorporationBroker
Abn Amro Financial Services, INC.Broker
AXA Advisors, LLCBroker
State Registrations4 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.