Michael J. Patton
Professional summary
Michael John Patton, CFP® is a registered financial advisor currently at INTEGRITY WEALTH MANAGEMENT, INC located in Greenwell Springs, Louisiana.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Michael has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael John Patton's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1996
Experience
July 9, 2013 - Present
INTEGRITY WEALTH MANAGEMENT, INC
July 15, 2013 - December 31, 2014
INTEGRITY WEALTH MANAGEMENT, INC
March 14, 2012 - December 31, 2012
INTEGRITY WEALTH MANAGEMENT, INC
November 17, 2003 - June 20, 2006
BANC ONE SECURITIES CORPORATION
November 17, 2003 - June 20, 2006
BANC ONE SECURITIES CORPORATION
July 20, 2001 - October 22, 2003
MASCOMA SAVINGS BANK, FSB DBA MASCOMA WEALTH MANAGEMENT
May 8, 2001 - September 22, 2003
LPL FINANCIAL LLC
May 2, 2001 - September 22, 2003
LPL FINANCIAL LLC
October 21, 1998 - May 14, 2001
STANFORD GROUP COMPANY
November 1, 1996 - October 26, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 21, 1989 - September 3, 1996
EMPOWER FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/9/2013)
Exams
Current Firm
INTEGRITY WEALTH MANAGEMENT, INC
CRD#: 143716 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 85 |
| AUM (Assets Under Management) | $ 35,000,000 |
Red Flags
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