CP
CFP
CP
CFP

Christian Drew Patterson

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
532 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$1.1B

Fee Structure

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Location

2600 Network Blvd, Suite 300, Frisco, TX, 75034

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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
Quadcap Wealth Management, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Exencial Wealth Advisors
July 2018 - June 2024 · 5 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.