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Christopher Patterson

S & P FINANCIAL, INC.·ASHLAND, Oregon
SIE, Series 7, Series 66Clean record19 years registeredS & 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. · 19 years registered
Brand Profile
Not yet started
01

Career History

RETIREMENT PLANNING SPECIALISTS, INC.
Sep 2019 – present
EDWARD JONES
Feb 2007 – Nov 2008
MEDFORD, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · February 8, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
S & P FINANCIAL, INC.
CRD 139358 · SEC 801-66205
AUM
$268M
Regulatory assets under management
Employees
2
1,366 client accounts
Services offered by S & P FINANCIAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at S & P FINANCIAL, INC. →
Introduction

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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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Nearby cities in Oregon
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Research
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