Ameriprise Financial Services
42yrs
Top advisor by experience in Morehead City
25yrs
Greg Patterson
Full name on record: Greg Daniel Patterson
Financial advisor at Commonwealth Financial Network
Based in Morehead City, North Carolina, Greg Patterson is a fiduciary financial advisor with 25 years of industry experience. Greg has been with Commonwealth Financial Network since 2014; before that, Greg spent seven years at Wells Fargo Advisors. Greg holds the CFP® designation.
One of 27 advisors with offices in Morehead City, and one of 27 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 22% by experience in Morehead City
Office712 Bridges Street, Morehead City, NC 28557
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowCommonwealth Financial NetworkCurrent firm
- 2007 – 2014Wells Fargo Clearing Services, LLCPreviously
Contact Greg
(781) 736-0700Firm headquarters in Waltham, MA. Ask for Greg. 712 Bridges StreetMorehead City, NC 28557Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask Greg
Tailored to Greg’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Greg
How do I contact Greg?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Greg Patterson. Greg works from the Morehead City, NC office.
How long has Greg been a financial advisor?
Greg has been in the industry since 2001, about 25 years. Top 22% by experience in Morehead City.
What licenses does Greg hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Greg a fiduciary?
Greg is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Greg paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Greg for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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