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David Griffin Jr Patterson

WILEY BROS.-AINTREE CAPITAL, LLC·NASHVILLE, Tennessee
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40 BURTON HILLS BLVD., NASHVILLE, TN 37215CRD# 357869Firm CRD# 3767
01

About

David Griffin Jr Patterson is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with WILEY BROS.-AINTREE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
&PARTNERS
&PARTNERS
AUM
$1.2B
Regulatory assets under management
Employees
327
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Commissions
Performance-based fees
Other: TRANS FEE, SERVICE CHARGES; 12B-1; MONEY MARKET TRLS; BDSP
Regulatory
SEC/IARD CRD# 357869
Firm CRD# 3767
10 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Griffin Jr Patterson offer?
David Griffin Jr Patterson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are David Griffin Jr Patterson's credentials?
David Griffin Jr Patterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Griffin Jr Patterson located?
David Griffin Jr Patterson is based in NASHVILLE, Tennessee, working with WILEY BROS.-AINTREE CAPITAL, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does David Griffin Jr Patterson charge for services?
David Griffin Jr Patterson's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, commissions, performance-based fees, other: trans fee, service charges; 12b-1; money market trls; bdsp. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILEY BROS.-AINTREE CAPITAL, LLC?
WILEY BROS.-AINTREE CAPITAL, LLC has approximately 327 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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