Paul Patterson has been an investment adviser representative at First Advisors National since January 2013, and is not listed among the firm’s executive officers or direct owners.
First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.
Paul Patterson’s longest registration is the current one, 13 years at First Advisors National since 2013. Before joining First Advisors National in 2013, Paul Patterson was registered through Cherry Investment Advisors, LTD. and Braswell Wealth Management LLC.
- First Advisors National, LLCCurrent– present · 13 yearsRock Hill, SC · Adviser representative · Firm CRD 166212
- Cherry Investment Advisors, LTD.– · 1 yearIndian Trail, NC · Adviser representative · Firm CRD 149347
- Braswell Wealth Management LLC– · under a yearNashville, NC · Adviser representative · Firm CRD 149848
Investment adviser representative registrations
Paul Patterson is registered as an investment adviser representative in North Carolina, since January 2013.
- North CarolinaSince 25 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 July 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 May 1981 |
| Series 00 | General Securities Principal Examination | 10 November 1969 |
| Series 1 | Registered Representative Examination | 28 November 1966 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Registered Representative Examination
- Full name
- Paul Steven Patterson
- CRD
- 357963
- Firm
- First Advisors National · CRD 166212
- Office
- Rock Hill, SC
- Registration
- Investment adviser registration
- In the industry since
- May 1991
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Patterson work?
Paul Patterson is an investment adviser representative registered through First Advisors National, LLC since January 2013, and is not listed among the firm’s executive officers or direct owners.
Is Paul Patterson a financial advisor?
Yes. Paul Patterson has a current investment-adviser registration in North Carolina, through First Advisors National since January 2013.
How many years of experience does Paul Patterson have?
Paul Patterson has 35 years in the financial industry, since May 1991, across 3 adviser firms.
What exams has Paul Patterson passed?
Paul Patterson has passed 4 licensing exams: the Series 1, Series 00, Series 63 and Series 65. The earliest, the Series 1, was passed in November 1966.
Where did Paul Patterson work before First Advisors National?
Before First Advisors National, Paul Patterson was registered through Cherry Investment Advisors, LTD., July 2011 to December 2012; Braswell Wealth Management LLC, February 2011 to December 2011.
Where is Paul Patterson based?
Paul Patterson’s registered office is in Rock Hill, SC.
Is Paul Patterson registered with FINRA?
No. Paul Patterson has no current broker registration.
How can I verify Paul Patterson’s record?
Search CRD 357963 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Patterson’s full registration record.
