Stephen Patterson
from Diversify Advisory Services, LLC
Stephen Patterson is a financial advisor based in Utah, Sandy, with 17 years of experience. Stephen currently works for Diversify Advisory Services, LLC. Stephen maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
- 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
Stephen Patterson works at Diversify Advisory Services, LLC
Diversify Advisory Services, LLC is a financial advisory firm based in Sandy, Utah. It currently has approximately $2,006,029,864 of assets under management and employs about 156 people. Diversify Advisory Services, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
7 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
9017 S Riverside Dr., Suite 210, Sandy, Utah, 84070
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
- Complete our easy online form
- Get matched with a financial advisor
- Schedule your free first meeting