Bradley Bruce Patton
Investment adviser representative at Fourthought Financial Partners, LLC.
10 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Fourthought Financial Partners, LLC.Nov 2022 to now
- Fourthought Financial LLCJan 2020 to now
- Wells Fargo Advisors Financial Network, LLCMar 2018 to Jan 2020
- USAA Investment Management CompanyJan 2018 to Mar 2018
- USAA Financial Advisors, Inc.Nov 2016 to Mar 2018
- USAA Financial Planning ServicesNov 2016 to Jan 2018
- UnemployedSep 2016 to Nov 2016
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Fourthought Financial Partners, LLC.
$1.9BAssets managed
1,002Clients
11Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4741398
- Firm CRD
- 323060