Brad Patton Email & Phone Number
CERTIFIED FINANCIAL PLANNER (CFP®) @ FourThought Private Wealth (FourThought Financial Partners, LLC)
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Brad Patton Location
- North Port, FL, US
Brad Patton Work
- CERTIFIED FINANCIAL PLANNER (CFP®) @ (March 2018 - Present)
- Financial Planner @ Pinkerton, Harkins & Mehserle Private Wealth (March 2018 - January 2020)
- Financial Advisor @ USAA (April 2006 - March 2018)
- Manager - Complex Service @ USAA (August 2011 - July 2012)
- Internal Life Insurance Wholesaler @ USAA (March 2010 - August 2011)
- Licensed Agent @ State Farm (January 2003 - January 2005)
- Senior Auditor @ State Farm (August 1991 - November 1998)
Brad Patton Education
- Eastern Illinois University
BS Business (Finance/Economics)
1980-1984
Brad Patton Skills
- Estate Planning
- Financial Planning
- Investment Management
- Life Insurance
- Retirement Planning
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. With a robust skill set that includes Estate Planning, Financial Planning, Investment Management, Life Insurance, Retirement Planning and more. Brad Patton has 2 emails and 1 mobile phone numbers on RocketReach.
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