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Brandon Patterson

Cambridge Investment Research Advisors, INC.
5 Years of Experience
Canton, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
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Brandon Patterson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Canton, OH, with 5 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4450 Belden Village St NW, Ste. 301, Canton, OH, 44718

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brandon is an insurance agent working as a 1099 contractor since 2022, dedicating about a quarter of his time to this role. He is also an advisory representative of a Registered Investment Advisor (RIA), spends about half his time as the owner of Ramsey Financial Group, and dedicates a few hours per week to networking as a Smart Vestor Pro.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
August 2021 - Present · 5 yrs 2 mos
Cambridge Investment Research, INC.
July 2021 - Present · 5 yrs 3 mos
Cambridge Investment Research, INC.Broker
July 2021 - Present · 5 yrs 3 mos
State Registrations10 states
ALAZCOFLINMINCOHPASC
AdvisorBrokerBoth

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
No exam information available for this advisor.
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