CP
CP

Christian Patterson

23 Years of Experience
Charlotte, NC
Broker

Christian Patterson is a registered investment advisor, based in Charlotte, NC, with 23 years of industry experience.

Location

Charlotte, NC

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History

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.

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Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
June 2015 - January 2018 · 2 yrs 7 mos
Bb&t Investment Services, INC.Broker
March 2008 - January 2018 · 9 yrs 10 mos
MML Investors Services, INC.Broker
September 2004 - November 2007 · 3 yrs 2 mos
Natcity Investments, INC.Broker
January 2004 - July 2004 · 6 mos
UBS Financial Services INC.Broker
October 2002 - August 2003 · 10 mos
American Express Financial Advisors INC.Broker
October 2001 - July 2002 · 9 mos
Ids Life Insurance CompanyBroker
October 2001 - July 2002 · 9 mos
State Registrations41 states
AKALARAZCACOCTDCDEFLGAIAILINKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWV
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.
Christian Patterson - Financial Advisor | TrueAdvisor