John Patterson is a CFP-designated registered investment advisor, based in Charlotte, NC, with 7 years of industry experience.
Location
4521 Sharon Rd, Suite 400, Charlotte, NC, 28211
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 Activities
John operates Wealth Enhancement Group as a DBA for his LPL business since 2021. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Carroll Financial Associates INC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations20 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.