Pat Patterson
Helping Business Owners & Professionals transform their financial future, reduce taxes, and shorten their path to retirement without sacrificing lifestyle.
- Role
- Financial Advisor at Sterling Portfolio Managers Llc
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Pat Patterson
I have always had a \"clients first\" sense of service. My first job was delivering…
Experience
Financial Advisor
Sterling Portfolio Managers Llc
May 2021 — Present · Houston, TX, US
Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
The University of Tulsa
Bachelor of Science (B.S.)
Oklahoma State University
Associate of Science - AS Computer Programming Technology
Our Lady of the Lake University
Master of Business Administration - MBA
Skills
- Legacy Giving
- Personal Financial Assessment
- Asset Allocation
- Wealth Preservation Strategies
- Retirement Planning
- Strategic Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.