Christopher Patterson is a PFS-designated registered investment advisor, based in Potomac, MD, with 18 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Potomac, MD
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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
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
Spire Securities, LLCBroker
Spire Wealth Management, LLC
State Registrations8 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
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