AP
AP

Arthur Lorenz Patterson

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
2,298 clients
Average Client Portfolio
$164K average
Assets Under Management
$376.9M

Fee Structure

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Arthur is the owner of GTI, LLC, though it is no longer active as a corporate entity. He also sells various insurance products, including health, life, annuities, dental, vision, and critical illness, potentially taking up to about half of his time.

Employment History
Current Registrations
Mwa Financial Services INC.Broker
August 2019 - Present · 6 yrs 6 mos
Mwa Financial Services, INC.
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
Questar Asset Management, INC.
November 2017 - December 2018 · 1 yr 1 mo
State Registrations6 states
ALLAMDNCSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.