David Scott Patterson
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wells Fargo Bank, NAOct 2024 to now
- Wells Fargo Clearing Services, LLCOct 2024 to now
- J.P. Morgan Securities LLCMar 2021 to Sep 2024
- JPMorgan Chase Bank, N.A.Mar 2021 to Sep 2024
- UnemployedJan 2021 to Feb 2021
- Dallas Jackals RugbyAug 2020 to Dec 2020
- UnemployedApr 2020 to Jul 2020
- Houston'sJul 2019 to Mar 2020
- Cumulus Media - DallasMay 2018 to Jul 2019
- Sprout's Farmer's MarketMay 2017 to May 2018
- UnemployedOct 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7360315
- Firm CRD
- 19616