Michael Patterson
Michael Patterson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Anderson, SC, with 16 years of industry experience. Michael 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
1510 N Main Street, Anderson, SC, 29621
Get directionsHistory
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
Michael sells equity indexed annuities through Avantax Insurance Agency, dedicating minimal time to this activity. He also works full-time as an accountant/bookkeeper for Core Financial Resources LLC and manages rental properties through Patterson Property Management LLC and Peacock Properties LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 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.