Mark PattonCRD Number: 2492919
Current Firm: Patton Wealth Advisors
Mark Patton (CRD# 2492919) is an Investment Advisor Representative working at Patton Wealth Advisors in Dallas, TX and has over 28 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Sagepoint Financial, Inc.
|Patton Fund Management, Inc.||Dallas, TX||Oct 1992 - Current||30|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 1994|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management435MILLIONS
Total Number of Accounts265ACCOUNTS
Average Account Value$1,641,119
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, FL, IN, NV, TX, WA
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