Brandon David Patterson
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
12 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 yearsFirm in business
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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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
12 years in the industry.
- Cambridge Investment Research Advisors, Inc.Aug 2021 to now
- Cambridge Investment Research Inc.Jul 2020 to now
- West Branch High SchoolJun 2020 to Oct 2021
- Business Underwriters AssociatesMar 2020 to Dec 2023
- Glenmoor Country ClubMay 2019 to Aug 2019
- Fishers FoodsFeb 2019 to Mar 2019
- Rinehart's Home Services IncJan 2019 to Mar 2019
- University of Mount UnionAug 2018 to May 2021
- Sleepy Hollow Golf CourseMay 2016 to Oct 2018
- Malvern High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7280870
- Firm CRD
- 134139