Unclaimed Profile

Bart Alan Patterson

GOLDEN RESERVE RIA, LLC·DUBLIN, Ohio

Clean recordGOLDEN RESERVE RIA, LLC

270 BRADENTON AVENUE, DUBLIN, OH 43017CRD# 5923711Firm CRD# 283588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bart Alan Patterson · DUBLIN, OH

Registration

CRD #5923711 · GOLDEN RESERVE RIA, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bart Alan Patterson is a registered financial advisor based in DUBLIN, Ohio, affiliated with GOLDEN RESERVE RIA, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

GOLDEN RESERVE RETIREMENT, LLC

AUM

$201M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GOLDEN RESERVE RETIREMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Background

Compensation

Subscription fees

Regulatory

SEC/IARD CRD# 5923711

Firm CRD# 283588

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bart Alan Patterson offer?

Bart Alan Patterson specializes in Financial Planning, Investment Management. Contact their office in DUBLIN, Ohio for a consultation.

What are Bart Alan Patterson's credentials?

Bart Alan Patterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bart Alan Patterson located?

Bart Alan Patterson is based in DUBLIN, Ohio, working with GOLDEN RESERVE RIA, LLC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.

How does Bart Alan Patterson charge for services?

Bart Alan Patterson's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOLDEN RESERVE RIA, LLC?

GOLDEN RESERVE RIA, LLC has approximately 9 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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