Road To Independence

Mike Patton Bio

Mike Patton is heading down an uncertain road that some of you have already traveled, and that some of you are considering taking. In this blog, Mike will chronicle in real time his new professional life as an independent advisor, with all its triumphs and challenges, extending his first-person report that will appear from time to time in Investment Advisor magazine. Mike Patton is the principal of the newly founded Integrity Wealth Management, in Baton Rouge, Louisiana, where he works with high-net-worth clients as their “Personal CFO.”

Comments are closed.

Investment Advisor
- Home
- Magazine
- News
- Channels
- Newsletters
- Directories
- Podcasts
- Events
- CE Center

Recent Headlines
- FINRA Issues Warning on Green Energy Scams January 5, 2010
  Con artists using latest technology to run “pump and dump” and Ponzi schemes. […]
- SEC’s Exam Division Gets New Director January 4, 2010
  The SEC has appointed Carlo V. di Florio as director of the agency’s embattled Office of Compliance Inspections and Examinations, which received a lot of scrutiny from Congress and the industry for failing to detect the Bernie Madoff Ponzi scheme. […]
- FSI Comments on FINRA Rule 2510 Discretionary Account Change January 3, 2010
  Asks FINRA to keep old NASD rule provisions […]
- Editor’s Choice for the Week of January 4, 2010: ‘Twas Poor Reg That Spawned the Recession, Sayeth the Fed Chairman January 3, 2010
  What's happening this week. […]
- Bernanke Says Lax Regulation Caused Housing Bubble January 3, 2010
  The “blunt tool” of easy monetary policy not to blame, Fed chief says […]
- Money Flows in 2010: Searching for Alpha, January 2010 January 3, 2010
  There are a lot of nervous investors around as we begin a New Year and decade. […]
- Formulas for Success: Ten Things to Do Now December 31, 2009
  Incremental improvements can have a profound impact. […]
- Retirement Planning: Retirement Income a Riddle December 31, 2009
  Advisors are still searching for best method to deliver retirement income. […]
- Insurance Update: Dead to Rights December 31, 2009
  When it makes sense for clients to get a settlement on their policies. […]
- B/D Briefing: Alignment Time December 31, 2009
  A chat with Patrick McEvoy, CEO of Woodbury. […]

Entries (RSS) and

Comments (RSS).

Road To Independence

Mike Patton Bio

Investment Advisor

Recent Headlines

Search

Archives