Unclaimed Profile

Eric Cameron Patterson

THREE BELL CAPITAL LLC·DALLAS, Texas

SIE, Series 7, Series 63, Series 65Clean record15 years registeredTHREE BELL CAPITAL LLC

1925 CEDAR SPRINGS ROAD, DALLAS, TX 75201CRD# 5657960Firm CRD# 159736

Profile Verification

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

Identity

Eric Cameron Patterson · DALLAS, TX

Registration

CRD #5657960 · THREE BELL CAPITAL LLC · 15 years registered

Brand Profile

Not yet started

Career History

THREE BELL CAPITAL LLC

Oct 2013 – present

WINANS INTERNATIONAL

Aug 2011 – Jan 2012

NOVATO, CA

LEHRER MANAGEMENT CO INC

Nov 2010 – Jul 2011

CUPERTINO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 30, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THREE BELL CAPITAL LLC

CRD 159736 · SEC 801-79156

AUM

$3.3B

Regulatory assets under management

Employees

526 client accounts

Services offered by THREE BELL CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THREE BELL CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Eric Cameron Patterson offer?

Eric Cameron Patterson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Eric Cameron Patterson's credentials?

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

Where is Eric Cameron Patterson located?

Eric Cameron Patterson is based in DALLAS, Texas, working with THREE BELL CAPITAL LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Eric Cameron Patterson charge for services?

Eric Cameron Patterson's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: third party. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THREE BELL CAPITAL LLC?

THREE BELL CAPITAL LLC has approximately 20 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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