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Christopher Patterson

S & P FINANCIAL, INC.·ASHLAND, Oregon
Clean recordS & P FINANCIAL, INC.
241 MAPLE STREET, ASHLAND, OR 97520CRD# 5240961Firm CRD# 139358

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Patterson · ASHLAND, OR
Registration
CRD #5240961 · S & P FINANCIAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Patterson is a registered financial advisor based in ASHLAND, Oregon, affiliated with S & P FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
S & P FINANCIAL, INC.
RETIREMENT PLANNING SPECIALISTS, INC.
AUM
$268M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at S & P FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5240961
Firm CRD# 139358
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Patterson offer?
Christopher Patterson specializes in Financial Planning, Investment Management. Contact their office in ASHLAND, Oregon for a consultation.
What are Christopher Patterson's credentials?
Christopher Patterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Patterson located?
Christopher Patterson is based in ASHLAND, Oregon, working with S & P FINANCIAL, INC.. Their office serves clients in the ASHLAND metropolitan area and surrounding communities.
How does Christopher Patterson charge for services?
Christopher Patterson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is S & P FINANCIAL, INC.?
S & P FINANCIAL, INC. has approximately 2 employees and manages $268M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at S & P FINANCIAL, INC.

Thomas Benson Gau
ASHLAND, OR
Chad Matthew Smith
ASHLAND, OR

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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