Phimar Dale Patterson
CFP®Professional Summary
Phimar Dale Patterson, CFP® is a registered financial advisor currently at PR SQUARED WEALTH MANAGEMENT LLC located in Atlanta, Georgia. Phimar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Phimar has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
PR SQUARED WEALTH MANAGEMENT LLC
Contact Information
Main Address
1770 The Exchange Suite 220, Atlanta, GA 30339Phone Number
(678) 719-2735# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
127AUM (Assets Under Management)
$12,696,520Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(7/31/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2002About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Phimar Dale Patterson's CRS (Customer Relationship Summary).
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