Eric Patton

from Wealthsource�
SEC regulated
Regulated Investment Advisor
Eric Patton is a financial advisor based in California, San Luis Obispo, with 19 years of experience. Eric currently works for Wealthsource�. Eric maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Eric Patton works at Wealthsource�
Wealthsource� is a financial advisory firm based in San Luis Obispo, California. It currently has approximately $1,822,103,912 of assets under management and employs about 71 people. Wealthsource� uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
735 Tank Farm Road, Suite 240, San Luis Obispo, California, 93401

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