Brad Patton Email & Phone Number
CERTIFIED FINANCIAL PLANNER (CFP®) @ FourThought Private Wealth (FourThought Financial Partners, LLC)
Brad Patton Location
North Port, FL, US
Brad Patton Work
- 2018 - now CERTIFIED FINANCIAL PLANNER (CFP®) @ FourThought Private Wealth (FourThought Financial Partners, LLC)
- 2018 - 2020 Financial Planner @ Pinkerton, Harkins & Mehserle Private Wealth
- 2006 - 2018 Financial Advisor @ USAA
- 2011 - 2012 Manager - Complex Service @ USAA
- 2010 - 2011 Internal Life Insurance Wholesaler @ USAA
- 2003 - 2005 Licensed Agent @ State Farm
- 1991 - 1998 Senior Auditor @ State Farm
Brad Patton Education
- Eastern Illinois University
BS Business (Finance/Economics)
1980 - 1984
Brad Patton Summary
Brad Patton, based in North Port, FL, US, is currently a CERTIFIED FINANCIAL PLANNER (CFP®) at FourThought Private Wealth. Brad Patton brings experience from previous roles at Pinkerton, Harkins & Mehserle Private Wealth and USAA. Brad Patton holds a 1980 - 1984 BS Business in Finance/Economics @ Eastern Illinois University. Brad Patton has 1 emails and 1 mobile phone numbers on RocketReach.
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