Patton Financial Advising is  affiliated with Cetera Financial Specialists, one of the premier broker-dealers in the industry. As our broker-dealer, they are responsible for compliance oversight. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure it can meet its obligations to investors like you.

But their support for our relationship goes well beyond this function.  Our affiliation means that we am not held to a sales quota or tied to selling only proprietary products. We have the independence and freedom to recommend the financial solutions that best suit your needs, ensuring your objectives are what drive all decisions, while Cetera Financial Specialists’ network of people and resources help us pursue your unique goals and vision for the future.

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