Erin E. Preston

PATTERSON ADVISORS

Waterford, MI

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CRD#: 4880658

Professional summary

Erin E. Preston, CFP®, who also goes by Erin E. Patterson, is a registered financial advisor currently at PATTERSON ADVISORS located in Waterford, Michigan.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Erin has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erin E. Patterson

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin E. Preston's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

February 4, 2010 - Present

PATTERSON ADVISORS

RIA

CRD#: 137238

Waterford, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(2/4/2010)

IAR

Texas
(8/11/2021)

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

Current Firm

PATTERSON ADVISORS

PATTERSON ADVISORS | PATTERSON ADVISORS, LLC

CRD#: 137238 / SEC#:

Michigan

Registered Investment Advisory firm - (1/3/2006 Approved)

Texas

Registered Investment Advisory firm - (7/26/2021 Conditional Restricted)

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Contact information

Main Address

Waterford, MI

Mailing Address

Phone number

(248) 766-9577

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.