Jeffery Patterson

from Level Four Capital Management
SEC regulated
Regulated Investment Advisor
Jeffery Patterson is a financial advisor based in Texas, Dallas, with 29 years of experience. Jeffery currently works for Level Four Capital Management. Jeffery maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State 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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Jeffery Patterson works at Level Four Capital Management
Level Four Capital Management is a financial advisory firm based in Dallas, Texas. It currently has approximately $784,408,511 of assets under management and employs about 10 people. Level Four Capital Management uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
15 years
Fee structure
and a percentage of assets under your management
Office location
12400 Coit Road, Suite 700, Dallas, Texas, 75251

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