Stephen Francis Patterson
Investment adviser representative at Diversify Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$4.6BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Diversify Advisory Services, LLCOct 2023 to now
- Patterson Agency, LLCJan 2010 to now
- The Leaders Group, Inc.Jan 2018 to Sep 2023
- Bfc Planning, Inc.May 2015 to Dec 2017
- Securities Management and Research, Inc.Jun 2010 to Dec 2017
- American National Insurance CompanyJan 2010 to Jan 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
Diversify Advisory Services, LLC
$4.6BAssets managed
5,322Clients
99Advisers
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
- 5808020
- Firm CRD
- 326060