Patricia Sturr is a CFP-designated registered investment advisor, based in Lake Oswego, OR, with 25 years of industry experience.
Location
5000 Meadows Road, Suite 399, Lake Oswego, OR, 97035
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Regulatory History
Clean regulatory record
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
Patricia sells fixed insurance products, which is investment-related. She is also a co-owner of Oswego Financial Group LLC, an entity created for securities business.
Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
July 2023 - Present · 3 yrs
Steward Partners Investment Solutions, LLC
July 2023 - Present · 3 yrs
Steward Partners Investment Solutions, LLCBroker
July 2023 - Present · 3 yrs
Previous Registrations
Commonwealth Financial Network
November 2005 - July 2023 · 17 yrs 8 mos
Commonwealth Financial NetworkBroker
November 2005 - July 2023 · 17 yrs 8 mos
Citigroup Global Markets INC.
April 2003 - December 2005 · 2 yrs 8 mos
Citigroup Global Markets INC.Broker
January 2001 - December 2005 · 4 yrs 11 mos
State Registrations19 states
AKAZCACOFLHIIDNMNVNYOHORPATNTXUTWAWIWY
AdvisorBrokerBoth
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
No exam information available for this advisor.