Ross Patterson (CRD# 6231877) is an Investment Advisor Representative working at Sterling Investment Management, LLC in Tucson, AZ and has over 6 years of experience in the finance industry. Ross Patterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sterling Investment Management, LLC | Tucson, AZ | Mar 2021 - Current | 3 |
Lpl Financial, LLC | Tucson, AZ | Oct 2015 - Mar 2021 | 5 |
Bill Westcott Inc. | Tucson, AZ | Jul 2013 - Oct 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- AZ
- TX
-
Total Assets Under Management371MILLIONS
-
Total Number of Accounts402ACCOUNTS
-
Average Account Value$923,388
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, OK, TX
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