PP
CFP
PP
CFP

Phimar Dale Patterson

17 Years of Experience
Sells Insurance
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
79 clients
Average Client Portfolio
$100K average
Assets Under Management
$7.9M
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Location

1770 the Exchange, Suite 220, Atlanta, GA, 30339

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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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Other Business ActivitiesSells Insurance

Phimar owns Blue Clover Financial, LLC, a marketing organization, dedicating a few hours per week. Phimar is also an insurance agent selling life, disability, medical insurance, and annuities, which takes about a quarter of their time. Additionally, Phimar is a partner in Unified Legacy Group, LLC, another marketing organization, and involved in insurance sales, dedicating a few hours per week.

Employment History
Current Registrations
Pr Squared Wealth Management LLC
July 2020 - Present · 5 yrs 7 mos
Previous Registrations
Ameritas Advisory Services
March 2018 - August 2020 · 2 yrs 5 mos
Ameritas Investment Company, LLCBroker
March 2018 - August 2020 · 2 yrs 5 mos
Madison Avenue Securities, LLC
June 2015 - March 2018 · 2 yrs 9 mos
Madison Avenue Securities, LLCBroker
June 2015 - March 2018 · 2 yrs 9 mos
Metlife Securities INC.
April 2014 - May 2015 · 1 yr 1 mo
Metlife Securities INC.Broker
March 2014 - May 2015 · 1 yr 2 mos
MML Investors Services, LLCBroker
August 2013 - February 2014 · 6 mos
PFS Investments INC.Broker
April 2002 - May 2007 · 5 yrs 1 mo
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Phimar Dale Patterson - Financial Advisor | TrueAdvisor