Ryan M. Patton
Professional summary
Ryan Michael Patton, CFP®, who also goes by Ryan Patton, is a registered financial advisor currently at EVP CAPITAL ADVISORS, LLC located in Leawood, Kansas.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ryan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Michael Patton's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
October 21, 2015 - Present
EVP CAPITAL ADVISORS, LLC
September 24, 2007 - November 3, 2015
UBS FINANCIAL SERVICES INC.
September 7, 2007 - November 3, 2015
UBS 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
(10/21/2015)
(2/11/2016)
Exams
Current Firm
EVP CAPITAL ADVISORS, LLC
CRD#: 281360 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 75,000,000 |
Red Flags
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