Richard Patterson is a ChFC-designated registered investment advisor, based in Orlando, FL, with 50 years of industry experience.
Location
Orlando, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is the president/owner of Associated Planners Group since 1985 and an IAR with Certified Advisory Corp since 2006. He has also been an independent life and health insurance agent since 1967, dedicating about a quarter of his time to insurance activities.
Employment History
Current Registrations
Fortune Financial Services, INC.
Fortune Financial Services, INC.Broker
Certified Advisory CORP
Previous Registrations
Maitland Securities, INC.Broker
Transam Securities, INC.Broker
Mutual Service Corporation
Mutual Service CorporationBroker
Transam Securities, INC.Broker
Cfg Securities CORP.Broker
Mutual Service CorporationBroker
Lowry Financial Services CorporationBroker
Equity Services, INC.Broker
State Registrations3 states
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