Investments

Our Financial Advisor

For an appointment with Brian, contact us today.

Brian Patton Financial Advisor | The First National Bank of Carlyle

Brian Patton, Financial Advisor

Located at The First National Bank in Carlyle
891 Fairfax St. Carlyle, IL 62231

Contact Brian

Visit my webpage at pattonwealthmgt.com.

Broker Check | The First National Bank of Carlyle

We Support Your Financial Investments

Brian Patton is a Financial Advisor for Commonwealth Financial Network.

 

Our goal with this relationship is to provide you with value added financial services.  We are excited about this relationship and the opportunity to work together to make a difference in the lives of the individuals who we support and who also support us.

 

Brian will start by listening to your concerns and help identify alternative solutions. The end result is a strategy that works for you specifically. As an investment advisor, Brian is able to provide the following products and services:

Financial Needs Analysis

Annuities

Life Insurance

Long Term Care Insurance

Brokerage Services (stocks, bonds, mutual funds, etc.)

Education Savings Plans

Business Succession Planning

Executive and Employee Benefit Plans

Advisory Solutions

NOT A DEPOSIT

NOT FDIC-INSURED

NOT GUARANTEED BY THE BANK

MAY GO DOWN IN VALUE

NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Together we strive to establish trusting relationships with individuals, families and businesses to help them set and achieve their financial goals.

Important Consumer Information

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to offer securities in the following states: IL, KS, VA and CA