CP
PFS
CP
PFS

Christopher Patterson

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
9,489 clients
Average Client Portfolio
$487K average
Assets Under Management
$4.6B

Fee Structure

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Location

7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102

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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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Other Business ActivitiesSells Insurance

Christopher is an investment advisor representative (IAR) of Spire Wealth Management and an agent of Spire Insurance Agency. He also operates under the DBA Patterson Wealth Management Group.

Employment History
Current Registrations
Spire Securities, LLC
July 2008 - Present · 17 yrs 7 mos
Spire Securities, LLCBroker
July 2008 - Present · 17 yrs 7 mos
Spire Wealth Management, LLC
April 2008 - Present · 17 yrs 10 mos
State Registrations8 states
DCFLILMDNCOHVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.